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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A quick look at how federal income taxes work.
Marriage changes everything, including your insurance needs.
Knowing the rules may help you decide when to start benefits.
Five strategies for managing your student debt.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
This video discusses issues related to your retirement accounts when you move on from your job.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn about the importance of having an estate strategy in this helpful and informative video.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.