PSI Capital Management

PSI Capital Management We provide tailored financial advice and customized investment management services for our clients. This is the official page for Planning Strategies, Inc.

Planning Strategies, Inc.'s Social Media Guidelines:

Clicking the Like button does not constitute a testimonial for or endorsement of the Company. This is the only mechanism available to circulate our page. "Like" is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for the Company. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients' opinions. No one commenting on this wall should post specific securities recommendations. Questions about a specific investment advisor or security cannot be answered, and may be removed from the page. Photos and images on this page should not be construed as an endorsement of the adviser by any client. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.

Can't make our Medicare event this Thursday?We've got you covered. Our latest blog walks through Medicare enrollment tim...
10/14/2026

Can't make our Medicare event this Thursday?
We've got you covered. Our latest blog walks through Medicare enrollment timelines, coverage options, potential penalties, and key planning considerations for retirees. Medicare's Annual Open Enrollment Period runs from October 15 through December 7, making now the perfect time to review your coverage.

Read: Medicare Playbook: Your Game Plan for Confident Coverage Decisions by Bryce Brennan, MBA, CFP®, RICP®.
https://www.visitpsionline.com/blogs/medicare-playbook--your-game-plan-for-confident-coverage-decisions

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/14/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

Check out our latest blog! Will your money last as long as you do?Retirement today can last 20, 30, or even 40 years. Th...
09/30/2026

Check out our latest blog! Will your money last as long as you do?

Retirement today can last 20, 30, or even 40 years. That's why knowing how much you've saved is only part of the equation.

Factors like inflation, healthcare costs, taxes, market performance, and spending habits can all impact how long your retirement nest egg lasts.

In our latest blog, we explore the key considerations that can help you build a retirement strategy with confidence.

Read more: https://www.visitpsionline.com/blogs/how-long-will-my-retirement-savings-last-

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/28/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

And with that, the 2026 PSI Summer with the Senators comes to a close. A huge THANK YOU to everyone who joined PSI Capit...
09/24/2026

And with that, the 2026 PSI Summer with the Senators comes to a close.

A huge THANK YOU to everyone who joined PSI Capital Management in the suite for our Summer with the Senators outings this spring and summer season. We loved sharing great food, drinks, conversations, and plenty of baseball with our valued clients and new friends.

As we head into fall, we’re grateful for the relationships, the laughs, and all the memories made at the ballpark. Here’s to a wonderful season, and to more time together ahead! Mark your calendars for next spring if you want to join us again!

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/21/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/18/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what...
09/16/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out. We are here to help.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/14/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

Address

147 N Shippen Street
Lancaster, PA
17602

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+17172077123

Website

Alerts

Be the first to know and let us send you an email when PSI Capital Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category