"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.

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.

More Calculators →

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

More Newsletters →