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Jim Knox, CLU, ChFC
50 Charles Lindbergh Blvd, Suite 310
Uniondale,
NY 11553
Phone: (516) 228-1000 ext 2537
FAX: (516) 394-2590
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Greetings & Welcome to Our Web site!
Our firm specializes in understanding the needs and financial concerns of individuals and business owners. We help people develop and implement creative, customized solutions to help accomplish their financial goals.
We offer this web site to provide:
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A resource for information to our existing business relationships.
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A profile of our team of financial specialists.
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Information about our state-wide endorsement with the New York State Builders Association (NYSBA).
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People we haven't met the opportunity to learn more about us.
Feel free to contact me with any questions or comments. Enjoy!
Jim Knox*, Joe McMahon*, Pam Kist, Jonathan Knox* & Dave Hull*
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
More Calculators>>>
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Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.
Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.
Keeping Up with College Costs
The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.
Shelter Your Retirement Lifestyle
An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.
More Newsletters>>>
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September 04, 2010 @ 10:54 PM
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