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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Closed-End Funds May Offer Higher Income
Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.
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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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.