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
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).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How Income Taxes Work
A quick look at how federal income taxes work.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Rightsizing for Retirement
What does your home really cost?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.