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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
The uncertainties we face in retirement can erode our sense of confidence.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Get ready to enjoy America’s national park system with this helpful article.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Do you have causes that you want to support with donations?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.