Planning for the Future...That's my Job

Are you overwhelmed when you think about the components involved in planning for the future, for you and your family?  You're not alone...and you don't have to go it alone.

Meet Tony Ricci, CFP® a CERTIFIED FINANCIAL PLANNER™ practitioner, a professional advisor who specializes in helping you design your preferred lifestyle.  After gaining an understanding of your specific needs, Tony can help you make choices about all types of insurance-life, individual and group health, dental, disability, long-term care and travel-to help you direct your own destiny.

Click on "Request a Quote" to contact Tony directly about your insurance needs and schedule a free, no obligation consultation.  If you'd rather apply directly to providers, click on the appropriate link under "About Us."

When planning is done right, it's exciting and empowering.  Tony can help you safeguard your standard of living and the people in your life with whom you wish to share your future and legacy.  You'll be glad you put your future in his hands.
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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