Steven M. Mitchell and Scott G. Smith, Financial AdvisorsProviding Financial Peace of Mind Through Outstanding Service, Ethics & Experience

Planning Strategies, Inc. is a Registered Investment Advisory firm providing financial planning and personalized investment management to clients in the Harrisburg, Lancaster and Central Pennsylvania region.
Founded in 2001 by two partners Steven M. Mitchell and Scott G. Smith, Planning Strategies operates on a Fee Only basis.  Our clients do not join us because they want to be “sold” something, they join us because they are seeking impartial, professional advice. Because of our fee only structure, there is never a conflict of interest between compensation and the recommendations we make for our clients.
At Planning Strategies, Inc., we walk our clients through a systematic and detailed process that leads to Financial Peace of Mind.


Taming the Retirement Octopus, Understanding the Fundamentals of Retirement Planning





Taming the Retirement Octopus, written by Steven Mitchell and Scott Smith, has drawn notable media attention and is currently published by the Premier Institute for Financial Freedom. 



Areas of Expertise


Complete Retirement Planning Process

Decades of Experience

Niche and Specialty Planning

Located outside Central Pa?

How We Can Help You


Recent Newsletter Articles


Minimizing Probate when setting up your Estate - What you can do to lesson its impact on your heirs.

Hanging on Through the Turbulence - Patience and Diversification matter in all manner of stock market climates.