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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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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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?