Founded over 30 years ago, The Associated Companies exist to work with you as your financial partner. For generations, our firm has worked with businesses and families on the path to their financial destination.
Our goal is to...
- help you analyze your current situation.
- design a coordinated action plan that matches your goals and objectives.
- utilize a long term perspective to provide solutions that work best for you.
- incorporate the latest technology and financial trends into a customized solution for you, your family and/or your business.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki, Author of "Rich Dad, Poor Dad"
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ascertaining the value of your business is important for a variety of reasons.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It's important to understand how inflation is reported and how it can affect investments.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.