Broker Check

1158 Pittsburgh Road
Suite 102
Valencia, PA 16059

Mark Stallsmith


Retirement Redefined Acres of Diamonds Investments Surprises

Financial Planning for all ages

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Insurance & Investments

Stallsmith Financial recognizes that each individual, family, or corporation has unique financial goals, objectives and needs. 

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Business Planning

We are dedicated to provide your business with customized, carefully designed strategies.

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About Us

View our Qualifications. 

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Business Planning

  • Pension
  • Profit Sharing
  • 401 (k) and SEP and SIMPLE IRA plans

Estate Planning

  • Tax Reduction Strategies
  • Distribution Planning
  • Charitable Gift Planning
  • Second to Die Insurance Policies
  • Long Term Care Insurance


  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Traditional and Roth IRA's
  • 403 (b) TSA's
  • 529 College Savings Plans


  • Life Insurance
  • Term Insurance
  • Variable Universal Life
  • Whole Life
  • Group Life
  • Disability Income Insurance

Helpful Content

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.


Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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