Working to Help You Realize Your Financial and Lifetime Goals

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations.  Our goal is to establish a long term relationship based on trust and experienced advice.  Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns.

 

 
 

Click Income for Life above to view the Retirement Income Model

 

 

 
 
 

 Click LOGO above for more information on our Specialized Training in IRA's, Retirement Plans, and Retirement Plan Distributions.

Ed Slott’s Elite IRA Advisor Group™ is for investment services only. Ed Slott's endorsement does not extend to the financial planning or investment advisory services offered by Sarvey Canella. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. 

 

Welcome to our Web Site. We want you to be informed about financial planning. That is why we created our new series of reports called SMART INVESTOR. To receive a free report just click on the red words FREE REPORT and you will be directed to our catalog of free reports.
 
WHAT IS FINANCIAL PLANNING?  DO YOU HAVE SPECIFIC LIFE GOALS?  LEARN HOW TO BE A SMART INVESTOR WITH OUR FREE REPORTS.
 
 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Interest

What's the interest rate on the lease you're considering?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

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