Founded over 40 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"
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Good employee health can be great for the company’s bottom line.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
Are Real Estate Investment Trusts right for your portfolio?
How will you weather the ups and downs of the business cycle?