Bankers Life Wealth Management Solutions — Williamsport, PA
Intentional wealth management strategies. Local expertise.
Your Williamsport-based Financial Advisor is here to help you grow and manage your money with clarity and care, so you can stay focused on what matters most.
Who We Are
At Bankers Life Advisory Services, Inc., we support our clients with comprehensive retirement planning, including wealth planning, insurance, and medical protection strategies. We manage investment portfolios and offer services tailored to both wealth accumulation and distribution needs. Our financial advisors provide personalized service and will help you discover the right investment strategy.
Meet the Team
Michelle Smith, Bankers Life Agent and Bankers Life Securities Financial Representative
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Who We Serve
Whether you've spent decades building wealth, recently experienced a financial windfall, or you're just starting your journey toward smarter financial strategies, our wealth advisors here to help you make thoughtful, forward-looking decisions.
Our financial advisors proudly serve a wide range of clients, including:
- Individuals and families
- High-net-worth clients
- Business owners, entrepreneurs and executives
- People navigating life transitions such as retirement, divorce or inheritance
Our Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Our Process
Our investment process—your plan and future
When you work with a local Financial Advisor, you receive ongoing guidance and access to the knowledge, resources, and experience of a professional wealth manager. Our Financial Advisors are fiduciaries, legally and ethically obligated to act in your best interest as they help manage your assets. Using a step-by-step process, your Financial Advisor will identify your goals, design a tailored strategy, implement your investment plan, and continually monitor it for effectiveness through all market cycles.
What to expect when you work with us
Your portfolio is constructed according to your individual goals and objectives and then monitored regularly to help ensure it stays on track.
We can help spread risk among various asset classes and investment vehicles, such as exposure to international markets, which helps to reduce risk over the long term and may enhance your portfolio's performance.
Your portfolio is tailored to your unique investment needs and objectives. Also, with certain investments, like Separately Managed Accounts, you can restrict specific securities and/or entire industries from your portfolio.
Our technology provides you with 24/7 online access to your account information and the ability to run professional quality proposals and custom reports on holdings, transactions, performance and more. In addition, if you have multiple accounts held on this platform, you can get one single, consolidated report.
We partner with firms, such as BlackRock, Northern Trust, Russell and Vanguard, that employ leading investment managers who are well-established in their investment specialties to manage your portfolio.
Financial Calculators & Tools
Let’s start with a conversation. We’ll take the time to understand your goals, values, and vision for the future. Give us a call at (570) 368-1533 or fill out the form. We’ll be in touch soon.