Financial Advice with an Educational Emphasis
What is Financial Advisement?
It is the process of providing careful consideration to the matters that affect you the most; your finances. We ask the necessary questions that will help guide you down the most appropriate path to meeting your financial objectives. We then provide the knowledge and expertise to help you make an informed decision that is in the best interest of you and those that matter most to you; your loved ones.
No one knows you better than you. Why not get the best information to obtain the products and services that are tailored to fit you and those important to you?
Michael A. Allen, ChFC, MBA
Newsletters
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Accumulation
Estimate the future value of your current savings.
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Lease Payment
How much would your monthly lease payment be?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.