Investing in the stock market isn’t a formula or equation that you can apply to predict returns. You need to study and analyze market trends correctly, for … [Read More...] about What will my investment be worth in the future?
Experienced Financial Professionals
with a "hands on" approach to financial guidance.
Unbiased Financial Guidance
Helping you create a road-map to a more secure financial future
We're a comprehensive financial services firm based in St. Albans, Vermont.
- Roger Bennett
- Kerri Irick Churchill
Our Financial Services
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Making the most of your employer~sponsored retirement plans and IRAs. Determining how much you need to retire comfortably.
Managing assets before and during retirement.
Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Recommending investment and accumulation strategies to help you pay for your children's education.
Employee & Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
How to Invest in Dividends Looking for a solid investment tool? Before you venture into the market, you will be given a lot of advice – some of it will … [Read More...] about What is my investment yield?
Investing in the Stock Market? Check out these Tips Before investing in the stock market, there is one thing you need to remember – trends keep changing … [Read More...] about What is my future value worth today?
Know all about Traditional IRA You might think – “I have a long time to go before retiring, it is not necessary to save now!” This is a common blunder … [Read More...] about How much will my Traditional IRA be worth at retirement?
What Factors Affect Monthly Mortgage Payments? A lot has been said about monthly mortgage payments with some advising to pay off higher monthly rates so … [Read More...] about How much will I save by increasing my mortgage payment?
How to Understand Mortgages Better Mortgages can be a tricky area indeed. If you are purchasing a home, your broker will advise you to invest in a certain … [Read More...] about How much mortgage might I qualify for?