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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Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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