An Independent Insurance Agency A Provider of Financial Services


Located in the Allegheny Kiski Valley, we have been serving the needs of Individuals, Families and Business Owners for more than 25 years.

Let us assist you to:

 

Find Insurance Products and Companies to Meet Your Needs

Achieve Financial Independence

Prepare for Retirement

Rollover Your 401k or Employer Pension

Afford Your Children's Education

 Call For A No Obligation Consultation Session!

724-845-7363
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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