We are an investment firm with a rich family heritage that is dedicated to providing individual investors and businesses financial planning designed to meet your individual, family and organizational goals. This planning can include working with a variety of investment strategies such as; life insurance, retirement plans, endowments, estate and investment plans.
In today's economic world, it is important to have a financial plan that will assist you with your investment needs and an insurance plan that will enable you to prepare for unexpected adversity.
Our firm can prepare you or your business with the financial tools to help you achieve your goals and the personal service you can expect from a family of dedicated professionals.
Front row: Charlotte Papineau, Kalie Hawley
Middle row: CEO Renee Albrecht
Back row: Joseph Virga, Mike Green, Andrew Albrecht, Cody Albrecht
Newsletters
-
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
-
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
-
Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.