Our Mission

We believe in creating and maintaining long-term, trusted relationships with our clients based upon education, ethics, professionalism and a caring attitude. We assist our clients in achieving personal financial independence and security by providing financial strategies, professional financial advice and a wide variety of financial products and services.

 

Our Keys To Success



  • Long-term, trusted relationships
  • Strong, Personal ethics and integrity
  • Ongoing commitment to continuing education
  • Personal, caring attitude and service for our clients and their families


 

We have representatives in this office licensed and registered to offer products and services in [NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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