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

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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HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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