Our Mission Statement
Serve our clients, with a team approach, using the highest quality products and information to give our clients the best value, while working towards their ultimate financial goals.
The Team
Ronald P. Bednarz
William D. Portanova
Dana M. Ward
Candice A. Dolgash
Tina M. Dolgash
Newsletters
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.