| 86 Barnett St, Brookville, PA 15825 | (814) 715-0635 | teri.stitzinger@osaicwealth.com

| 86 Barnett St, Brookville, PA 15825 | (814) 715-0635 | teri.stitzinger@osaicwealth.com

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Guiding You to Financial Peace at Every Stage of Life

Your financial goals come first. With years of experience, we craft personalized plans, investment advice, insurance reviews, and clear Medicare guidance, so you and your family can make confident decisions. We listen to your needs and create tailored strategies to meet your objectives.

You can’t predict the future, but you can plan for it.

Services We Provide

Our foundation and most comprehensive service

  • Financial advice and long-term planning

  • Retirement planning

  • Estate planning coordination

  • Social Security planning

  • Education planning for children

  • Broad tax review (non-preparation)

  • Business owner succession planning

Financial Planning

Protecting what matters most

  • Insurance policy reviews

  • Long-term care planning

  • Life insurance

  • Disability insurance

  • Property and casualty insurance review

Insurance

Aligning your money with your goals

  • Investment reviews

  • Goal creation and planning

  • Investment management

  • Budgeting and cash-flow awareness

  • Identifying tax considerations

  • Identifying and managing financial risks

  • Business retirement package options

Investments

Guidance through Medicare choices

  • Medicare Supplement plans

  • Medicare Advantage plans

  • Prescription drug plans

  • Vision, dental, and hearing coverage

Medicare Planning

Whatever you're building, we're here to help you take the first step with confidence.

  • Stitzinger Financial Solutions gives people clear, practical tools to control their finances and build lasting security. We create value-driven plans that help clients make smarter choices. We’re a curious, collaborative team focused on purpose and clarity.

    • Personalized, client-first guidance

    • Clear, pressure-free explanations

    • Independent recommendations

    • Long-term relationships

  • Our approach is personalized, thoughtful, and focused on helping you understand your options, not pushing products. We believe in keeping things simple, smart, and human. Every project starts with listening and ends with something we're proud to share.

  • We work with individuals, families, and business who want clarity and confidence around their financial future.

    • Clients seeking long-term financial clarity

    • Pre-retirees and retirees

    • Families planning for education and special needs

    • Individuals navigating Medicare decisions

Meet Our Team

Teri Stitzinger

Certified Financial Planner®

CFP®, Series 6, Series 7, Series 63, Series 65, Life, Accident, & Health

With a passion for helping people feel confident about their financial future, our advisor brings both big-picture thinking and hands-on experience to every client relationship. She believes financial planning should feel clear, personal, and empowering. Through a thoughtful, comprehensive planning approach, she helps individuals, families, and businesses feel supported, informed, and secure in their financial decisions.

Ashlee Rudolph

Administrative Assistant & Medicare Insurance Broker

Life, Accident, & Health

With a focus on organization, communication, and client support, our administrative assistant and Medicare insurance broker plays an important role in helping clients stay comfortable and informed. She works closely with the advisor to keep the planning process running smoothly while also guiding clients through Medicare options with clarity and care. With a friendly, approachable style, she supports clients every step of the way.

Inside our world

At Stitzinger Financial Solutions, we're more than just numbers; we're partners in crafting your financial future. Our team is dedicated to understanding your unique goals and providing tailored guidance to help you achieve your dreams with confidence.

Contact Us