My approach to financial planning revolves fundamentally around educating my clients to ensure their ability to make well planned choices and decisions. I believe that growing wealth must be accompanied by a defensive plan, preparing for the most tax efficient use of wealth at retirement. When appropriate, I am privileged to work alongside your other advisors to enhance planning strategies.

Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.

To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.

To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

Sean Clark was just a young man when he realized that, being from a middle class home, no one was beating down his parents store to financially educate them or help them develop a game plan for success. With that reality in mind, and his college degree completed, Sean and his wife Annette set out to build a business that would “democratize” success… a “financial planning company for everybody”, regardless of means.

From that idea came York Independents, the company Sean calls “the most unique shopping service you’ll ever find” because York Independents “not only does the analytical planning but then shops the marketplace to find clients better deals… then helps clients implement those plans”. According to Professor Clark, York Independent’s mission is to be the “hand-holding financial planners for the middle class “and the best part? YI’s planning services are done at the firm’s cost so they are absolutely free for clients.

Here’s a little bit about Sean Clark.  Sean is currently CEO of York Independents Incorporated, and is a former Professor of Business and Finance at Yorktown Business Institute. Sean holds the following certifications: Brainbench Certified in Consumer Finance, Certified in Investment Strategy, Certified in Financial Industry Knowledge, and Certified in Real Estate Finance.  Sean is a member of the American Society for Quality, earning his Certified Quality Improvement Associate designation with them.  For over a decade, Sean has been licensed by the Pennsylvania Department of Banking, the Pennsylvania Department of Insurance, and the National Mortgage Licensing System, and is FINRA Registered Representative (both federal and PA), and is a FINRA Registered Supervisor. Regarding his education, Sean likes to say he is a graduate of the “School of Hard Knocks”, but actually, Sean has earned an Associate of Arts, an Associate of Science, an Associate of Engineering, a Bachelor of Science (all from Penn State), and he is currently an Masters Candidate at American Public University. Sean is a member of many clubs, including Mensa International, Intertel, Rotary International (where he serves as a District Committee Chair), the York Chamber of Commerce (where he serves as an Ambassador), and the York Jaycees.

A sought-after lecturer, Sean has guest lectured for the York County Congressional Delegation, the York County Library System, York College of Pennsylvania (YCP), Penn State University (PSU), the Osher Lifelong Learning Institute (OLLI), the Pennsylvania Department of Labor and Industry, York Women’s Show, Eastern York High School, Christian School of York, Southeastern School District, and Fourth United Methodist Church in York.

Sean can be reached by email at [email protected] or by phone at 717-324-6147.

Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.

To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

The WealthPlan is a comprehensive financial services and wealth management practice serving individuals, families, and businesses across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy.

David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. On a personal level, David enjoys reading books on economics, financial planning, and politics. He is an avid consumer of media – including television, movies, and music. Last but not least, he loves to travel and dance! To meet with David Warshaw, contact us by phone at 516-400-7111 or email us at [email protected]. We are always here to answer any of your questions and be a valuable resource to you and your family.

David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. On a personal level, David enjoys reading books on economics, financial planning, and politics.

Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.

To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

Jacob is a founder of stealth research operation Alchematics, which specializes in the development of new techniques in algorithmic trading & investing utilizing machine learning, as well as a boutique brokerage.  He is also Head of Data Sciences for insurer JRP Group, where he has focused on the asset side of the insurer, identifying and innovating novel algorithms and technologies which have influenced £bns of trades within a short tenure.   One such learning algorithm solved a problem of greater complexity than that solved by AlphaGo at Google Deepmind and is estimated to be worth £50m to the company.  Jacob has a wide and successful career at the top end of finance, from trading £0.5bn per day for Barclays in equity arbitrage strategies, to advising the UK Treasury & DMO on the largest deal in European financial history, at the height of the credit crunch.  He has also been independently commissioned by Moody's Analytics to advise and share algorithmic IP with their stochastic asset modelling provider Barrie & Hibbert, after innovating algorithmic techniques to remove all model error - something not achieved by a department of PhD's.  He has directed quantitative teams in Asia & Europe to develop his asset models for companies such as Mirae Asset, South Korea's largest asset manager.  He has worked for or advised over 40 investment banks, asset managers, hedge funds and insurers.  He specializes in the development of novel algorithms and techniques for investing and trading and believes he has started a couple of entirely new statistical learning fields fit for the 'trading paradigm' - which center around "learning about learning" - one of which is "stochastic Tsun Zu".  He is currently authoring a book on Data Science and believes that good data science is the essence of good investment & trading.  He will be a guest speaker at the first ever Chief Data Scientist forum in London this September. 

Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to abandon "buy & hold" and create an simple ETF strategy that has averaged 64.11% per year since 2007 that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to http://www.TheTradersPlan.com

On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

When I first started trading I had limited success. A few big wins and A LOT of small losses. I have owned eleven businesses, including an engineering company, Novell networking company, AM-FM radio stations, an international product trading company, and a venture capital fund and consulting company. I am the creator and originator of the world’s best Futures Trading system and program. I have learned from many people, but the total package is my creation and how I trade. It is what I have to share with you.

Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.

To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

John Ehlers is well known in the commodity futures arena as the Creator of MESA. He is author of four books including Rocket Science for Traders. John received his BSEE and MSEE from the University of Missouri and did doctoral work at George Washington University. He is the founder of MESA Software, having pioneered the MESA method of cycle analysis in the late 1970's. John is the recipient of the Market Technicians Association (MTA.org) Charles H. Dow award.

Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.

To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to abandon "buy & hold" and create an simple ETF strategy that has averaged 64.11% per year since 2007 that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to http://www.TheTradersPlan.com

On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

Mike Swanson is the founder and chief editor of WallStreetWindow and author of the book Strategic Stock Trading. He ran a hedge fund from 2003 to 2006 that generated a return of over 78% for its investors during that time frame. In 2005 out out over 5,000 hedge funds tracked by hedgefund.net it was ranked in the top 35 in regards to performance.  He has published a financial investment newsletter since 1999 now titled WallStreetWindow Monthly and publishes a premium trading service called WallStreetWindow Power Investor geared towards accredited investors.  He graduated from the University of Virginia in 1999 with a Masters Degree in History and published a book on the history of the American South focusing on the city of Danville, Virginia in 2010. In 2013 he published the book The War State: Cold War Origins of the Military-Industrial Complex and the Power Elite, 1945-1963.

Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to abandon "buy & hold" and create an simple ETF strategy that has averaged 64.11% per year since 2007 that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to http://www.TheTradersPlan.com

On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.