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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It's important to understand how inflation is reported and how it can affect investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
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.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.