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

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help ...
06/18/2026

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/04/2026

The benefits of tax deferral:
- Lets you hang on to more money year-over-year
- Allows more time for growth and compounding interest
- Offers a potentially lower tax bracket

Let’s talk through your retirement plan and see if tax deferral can help make your savings compound more efficiently.

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.

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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