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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding the economy's cycles can help put current business conditions in better perspective.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It sounds simple, but paying yourself first can really pay off.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Have you explored all of your choices when it comes to managing your taxable income?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?