ABOUT US
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Read MoreOUR PROCESS
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy.
CONTACT US
Are you ready to speak with a Financial Services Representative about helping to secure your financial future?
Newsletters
-
A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
-
Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
-
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,079.81 | +1.46% |
| NYSE Composite | 14,249.50 | +1.80% |
| AMEX Composite | 2,301.58 | +2.74% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.