Michael P. Barclay, Financial Advisor, Crockett Financial Services

Michael P. Barclay, Financial Advisor, Crockett Financial Services Financial Advisor - Preparing for that next step in life isn't easy.My combination of experience, p

06/01/2026

Grow with a goal using this checklist to get clear on your financial priorities and spark proactive conversations with loved ones.

https://bit.ly/4dHLOYL

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an e...
05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
05/05/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If you’re thinking about long‑term security, this is a conversation worth having. Let’s connect.

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Dis...
04/30/2026

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Disability income insurance helps keep life on track even when the unexpected happens. Have questions? I’m here to help.

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity...
04/21/2026

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity to strengthen your financial protection. Using part of a bonus for whole life insurance can add immediate death benefit coverage while building tax‑advantaged value you can use down the road. Let’s talk through what makes sense for you.

04/07/2026

Tax season can be a great opportunity for strengthening your financial plan. Instead of letting your refund disappear into everyday spending, consider using it to build long‑term protection for the people you care about.

Whole life insurance can offer guaranteed protection, cash value build-up, and added stability to your overall strategy. Let’s connect to discuss how it could fit your plan.

Baseball is back where it belongs and it's time to swing for the fences both on and off the field. Contact me today to m...
04/03/2026

Baseball is back where it belongs and it's time to swing for the fences both on and off the field. Contact me today to make sure your financial future is on track.

Wake up Boston! Here's to sunshine, home runs, and taking the lead on your financial planning. Let's connect.
03/27/2026

Wake up Boston! Here's to sunshine, home runs, and taking the lead on your financial planning. Let's connect.

Address

1421 East Third Street
Williamsport, PA
17701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15703221313

Website

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