"Charting Financial Success Around Family Values"

Family values are the driving force behind every decision you make in life.  We are a family owned business that understands this and can help you integrate your values into a plan for you, your family, and  business. We work with business owners who feel the added responsibility of providing quality health and retirement plans for their employees.  With four children, two on their own, one in college and one at Holy Family Grade School, we also understand the concerns of families of all ages. We know how important it is to protect your loved ones in the event of an illness or death while still planning for retirement.  Having had a close  relationship with three grandparents we understand the complex financial issues with regard to quality care and the passing of assets to the next generation.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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