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.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Insurance Needs Assessment: When You're Newly Married
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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See how much you may need to save now to cover future college costs for your child.
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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?