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.

Savings Accumulation

Estimate the future value of your current savings.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

More Newsletters →