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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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?