Financial Advisor

William Lape

  • CRC

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Check the background of this investment professional on FINRA BrokerCheck.

Phone:
(717)-477-2697
Fax:
(717)-477-2167
Cell:
(717)-816-2396
States Insurance Licensed:
MD, PA
Areas Served:
South Central PA & North Central MD

How I Serve My Clients

I am passionate about helping others pursue their goals. Specializing in Business Protection for closely held and family owned businesses, and Retirement Income Planning. My mission is to help you pursue your financial goals through a personal relationship and based on knowledgeable advice. This focus is designed to help you in the pursuit of your goals or protect your family and business through insurance products and giving you greater confidence in your financial future. My goal is to give every employee of the businesses that trust in my services, the opportunity to evaluate their present financial situation and develop a plan to pursue their retirement goals. Specialties : Retirement Services, Retirement Income Planning, Rollovers, SEP/TRADITIONAL/ROTH IRA, Business Continuation Plans, Key Employee Insurance, Disability Income Insurance, Medicare Supplement Insurance.

Products I Offer

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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Listening to our customers for more than 100 years

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You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

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