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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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?