Tom Kelley, CFP®

Tom Kelley, CFP®
Vice President/Investments

Planning for tomorrow starts today!

Welcome to our web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and a wide variety of resources to help you stay informed with many of the pertinent financial issues of today.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the concepts behind financial, investment, insurance, college education funding, retirement, and issues surrounding estate planning.

Most important, we hope you see the value of working with skilled professionals like a CERTIFIED FINANCIAL PLANNERTM professional and a company which has a long history of trust and tremendous resources to help you pursue your needs.

Market Summary

Click on the link below to view a summary of the markets, individual stocks, charting, and news.

Please let me know if someone you know needs a second set of eyes when it comes to their investments and retirement planning strategies.

Lease Payment

How much would your monthly lease payment be?

Car Affordability

How much can you afford to pay for a car?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Cyber Crime on the Rise

Data breaches at large retailers have dominated the news, but cyber crimes also threaten small businesses.

Gen X Turns 50: Time to Rescue Retirement?

Some helpful strategies, not only for Gen Xers but for anyone concerned about falling short of retirement savings goals.

Coverage You Can Keep

Differences between term and permanent life insurance and how consumers should consider what coverage they need.

Clue for Homeowners: Filing a Claim Could Cost You

According to a recent report, homeowners who filed just one insurance claim saw their premiums rise by an average of 9%.

More Newsletters →