Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We will update articles and informatin monthly to keep you informed.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of property and commercial Insurance, the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of insurance and financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.