Independent Insurance & Investment Management: Serving Central NY and Melbourne, FL
We are an independent insurance and financial services firm with locations in Central New York and Florida's Space Coast.
Please take some time to explore our website. Inside, you can learn more about our Firm, as well as gain a better understanding of the concepts behind insurance, investment management, retirement & estate planning, and wealth preservation. We believe that the resources on this site illustrate the value of working with skilled professionals to address your insurance and financial needs.
We hope you make our site a "favorite" and visit us often to take advantage of the articles, calculators, newsletters, and other resources. We frequently update our web site content to help you remain on top of changes in the insurance and financial services industries.
Contact Us today to get a conversation started. We look forward to serving you.
Newsletters
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?