Plain-English advice for your family and your business, from an advisory practice in Gettysburg that sees the whole picture.
Gettysburg, PA · In practice since 1996 · Serving Pennsylvania & Maryland · Securities through LifeMark Securities Corp., Member FINRA/SIPC · Parent company of ElevAIte CRM
Most people are sold financial products in pieces, by people who never meet each other. We would rather sit down with you, put everything on one table, and build a plan together where the pieces actually fit. Our mission is simple: to make a positive impact on the lives of our clients by developing the best solutions for your needs.
Retirement, investments, and a plan in plain English.
Learn moreFrom term coverage to final expense: protection without complication.
Learn moreBenefits and retirement plans your team understands and your budget survives.
Learn moreBuy-sell funding, key person coverage, and deferred compensation, so a succession plan is more than a wish.
Learn moreWe're not just agents. We're advisors.
Everything above protects what you have already built. What follows is about the business itself: how it runs, who carries it next, and what you can hand to a system instead of doing yourself.
Strategy decks don't answer phones. We map how your business actually runs, work out with you what to fix first, and build the systems that fix it (automations, AI agents, content, web apps) through our ElevAIte CRM division. You decide what changes. We do the building. You own the results.
We work where you do: Gettysburg and Adams County, Hanover, York, Chambersburg and Franklin County, up to Harrisburg and down through northern Maryland. And we're often the first call for families and business owners moving up from Maryland and DC. Local enough to meet across a real table, serving Pennsylvania and Maryland.
The short list of what to review once you cross the line.
Read the answerThe plan that keeps the doors open and the family whole.
Read the answerA field guide from an advisor's practice, not a Silicon Valley pitch.
Read the answerStart from what they would still owe, not from a rule of thumb.
Read the answerThere is no magic number. There is a way to work out yours.
Read the answerWhere it comes from, how to find each number, and what nobody can honestly promise you.
Read the answerTwo of these come from financial and insurance clients. Two come from business consulting clients who are not advisory clients at all. Each one says which, because the difference matters.
His performance has been stellar. His long term vision of our financial picture meant accommodating even our unanticipated needs. Nathan in short is smart, patient, knowledgeable, kind, helpful and thoughtful. Additionally he has proven over and over to also be a great friend. Our appreciation of his performance over all these years has only grown along with a lifetime relationship.
Financial and insurance client of Impact Solution Services. No compensation was provided for this statement. The speaker describes a personal friendship with Nathan Hockley.
Nathan Hockley worked with my parents years ago on a plan that would secure their retirement and provide a legacy to their family. His expertise and counsel gave them confidence at the time and we have seen the good outcome of those plans. Nathan clearly cares for his clients on a personal level. We have seen how he views his role, not just as a manager of accounts, but as one who feels a solemn responsibility for those with whom he works.
Financial and insurance client of Impact Solution Services. No compensation was provided for this statement.
Nathan Hockley's passion for helping people succeed is unlike anything I've experienced before. He listens and analyzes what you say and what your goals and problems are, then thoughtfully and clearly expresses his thoughts and ideas to help you get that 'kick' you might need to look at the situation in a different light. I value Nate's opinions and ideas not only as a business owner but as a cherished friend.
Business consulting client. NOT an investment advisory client of Impact Solution Services. No compensation was provided for this statement. The speaker describes a personal friendship with Nathan Hockley.
Nathan Hockley makes my life easier and my business more profitable, whether he's working to identify inefficiencies or suggesting technology solutions. I rely on his guidance and advice on a daily basis and trust him to have my back, always.
Business consulting client. NOT an investment advisory client of Impact Solution Services. No compensation was provided for this statement.
These statements reflect the individual experiences of the people shown and may not be representative of the experience of other clients. They are not a guarantee or indication of future results. No compensation was provided in exchange for any statement on this page. Where a speaker describes a personal relationship with Nathan Hockley, that relationship is noted with their statement.
So you can enjoy life's important moments with peace of mind.
Booking a business consult instead?