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
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.