Our Firm

I entered the financial planning business in 1971 as Richard L. Yontz and Assoc.. In 1985 I associated with PLM Securities. I changed my securities affiliation in 1986 to Chubb Securities Corporation. At the same time I began offering educational workshops at various institutions in the area. Subjects included financial planning, estate planning and retirement planning. Because of the success of our educational workshops, we changed our name in 1995 to Partners Financial Services. Chubb Securities Corporation was purchased by Lincoln Financial Securities Corportion in 1997 and became Lincoln Financial Securities Corporation. Investment products and financial planning services are offered through Lincoln Financial Securities Corporation.