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>>>

Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.

It's Not Too Late to Consider Life Insurance
Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Don't Let a Disability Cripple Your Family's Finances
One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

HOT TOPIC: Don't Risk an IRA Rollover Mistake
A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

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