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

PSI Capital Management

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Lancaster, PA
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 relativ

e 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.

07/17/2026

Cash reserves, funds set aside for unexpected expenses or short-term needs, can play an important role in an overall financial strategy, especially when it comes to preparing for the unexpected. Swipe through for a closer look at what they are and why they may matter.

If you would like help evaluating whether your cash reserve strategy fits your overall financial picture, give us a call. We are happy to help.

07/15/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

07/13/2026

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year. It can also be a natural time to check in on your 401(k) offerings and ensure they continue to work for you and your team.

Whether you have questions, need to make adjustments, or simply want to revisit your plan, our team is here to support you this summer and beyond.

If something has been on your mind or you would simply like to connect, do not hesitate to reach out. We are here to help keep your plans moving forward.

07/10/2026

July is a month that celebrates boldness, and history has shown us time and again that what once seemed impossible can often be the goal or dream most worth pursuing.

It can be easy to look at a big goal and talk yourself out of it before you even begin. The competition feels too steep, the timing feels off, or the path forward feels unclear. But most of the breakthroughs we celebrate today, whether in business, science, or everyday life, started with someone who refused to be stopped by what seemed out of reach.

As we move through this month, we want to hear from you: What is one goal in your business that once felt impossible but you are now ready to pursue? Feel free to share it in the comments. We would love to cheer you on!

07/08/2026

July is peak summer, and that means it is time for the big debate: pool day or beach day?

Some of us love the ease of a backyard pool or a quick dip at the local swim club, while others are all about the waves, sand, and saltwater. Both have their charm, and we want to know where you stand.

Which one best describes your ideal July day?

🏊 Vote pool day
🏖️ Vote beach day

Drop your pick in the comments. We are curious to see which side takes the win this month!

07/06/2026

Summer is the season most of us look forward to all year, and for many, that means vacation is finally on the horizon. But before you pack your bags, it is worth taking a moment to make sure your travel plans are financially sound. Swipe through this month's quiz to test your vacation spending knowledge and see how travel-ready your finances really are!

If you have questions about budgeting for your financial goals or want to talk through your overall financial picture, give us a call. We are here to support your financial journey.

07/03/2026

Cue the fireworks, fire up the grill, and get ready for what might be the most ambitious birthday cake of all time. 🎂

America turns 250 this year, which means 250 candles on the cake … so someone should probably alert the fire department.

However you’re celebrating the Fourth of July, we hope it’s filled with great food, good company, and a sky full of fireworks.

Our office will be closed on Friday, July 3rd, in observance of the holiday. We’ll be back and ready to help on Monday. Wishing you a safe and happy Fourth!

06/12/2026

100 miles. One goal. No shortcuts.
That’s how we finished our Hike 4 Tikes journey, pivoting with bad weather, pushing forward in the storms.
It’s the same way real financial progress happens.
No perfect timing. Just discipline, consistency, and getting started.
If you’ve been putting off retirement planning or your financial goals…we’re here to help.
👉 Start the conversation
👉 Take the first step
👉 Build something that lasts
We’d love to help you map it out.
Let’s talk about your goals. No pressure, just a conversation to help guide you towards your financial goals.

06/01/2026

WE DID IT! Ending our 2026 100-Mile Hike 4 Tikes event and May's Month-Long Walk-A-Thon, the team crossed into Harpers Ferry, WV Friday afternoon. https://www.visitpsionline.com/2026-hike-4-tikes-monthlong-walkathon

As we wrap up this year’s 100 Mile Hike 4 Tikes, it’s hard to put into words just how much this journey has meant, not just in miles, but in moments.

For Scott Glenn Smith, this wasn’t just another hike. After his medical emergency in December 2023, he was told hiking might not be something he’d ever get back to. Yet here he is—100 miles later—stronger than ever, proving that resilience, determination, and heart can overcome even the toughest odds. Watching him take every step was a reminder to all of us of what’s possible when you refuse to give up.

And he didn’t do it alone. The PSI Team, Bryce Brennan and Vanessa Zook rallied around and stepped up to walk in support of these two amazing charities Cranio Care Bears and American Cancer Society.

Because of YOU—our incredible community, our donors, our sponsors—we’ve raised over $15,000 toward our $25,000 goal for two amazing children’s charities. That impact goes far beyond this trail. It reaches families, kids, and futures that truly need it.
If you’ve been thinking about contributing, there’s still time. Every dollar gets us closer, and every bit of support makes a real difference. 👇
https://www.visitpsionline.com/2026-hike-4-tikes-monthlong-walkathon

While the team may be back in the office, ready to serve our clients, this mission is far from over. We set out to raise awareness, to bring our community together, and to make an impact—and thanks to you, we’ve done exactly that.

You helped us achieve something incredible.
Now, let us know how we can help you achieve your goals.💜

05/29/2026

TODAY IS THE DAY!!! Join us if you can, the last 3 miles into Harpers Ferry! The team will be meeting up at the Appalachian Trail Parking at Weverton around 2pm. If you'd like to join in the last 3 miles as we finish strong together, drop a comment below! We'd love to have you join us!
📍Weverton Parking Lot, Weverton Cliff Rd, Knoxville, MD 21758

Thank you again to WTM Digital for sponsoring Hike 4 Tikes and supporting this journey for two amazing children's charities Cranio Care Bears and American Cancer Society.
https://www.visitpsionline.com/2026-hike-4-tikes-monthlong-walkathon

Let's finish STRONG!!

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

http://visitpsionline.com/

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