Experience The Investment Center of Erie
Our goal at The Investment Center of Erie is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Whether you’re an investor just starting your career or are nearing retirement — we can help you address your most pressing money questions. Our first priority is your overall financial success.
At The Investment Center of Erie, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.