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"
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Five strategies for managing your student debt.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Even low inflation rates can pose a threat to investment returns.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
Do you have causes that you want to support with donations? Here are three tips.