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:

• A resource for information to our existing business relationships.
• A profile of our team of financial specialists.
• Information about our state-wide endorsement with the New York State Builders Association (NYSBA).
• 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*

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>>>

Inflation Goes to College
Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Recapping Market Capitalization
The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Playing Catch-Up with Contributions
Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

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