Left to Right: Michael Becker, Financial Advisor Associate; Barbara Lee Hogan, Registered Investment Associate; David E. Farina, Senior Vice President/Investments; Jacqueline A. Caywood, Registered Client Service Associate; Jonathan D. Farina, Financial Advisor.
TRUST THAT HAS BEEN EARNED
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 financial concepts behind insurance, investing, retirement, issues surrounding estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Accumulation
Estimate the future value of your current savings.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.