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.
Helpful Content
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
How Income Taxes Work
A quick look at how federal income taxes work.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Rightsizing for Retirement
What does your home really cost?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.