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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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.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.