Financial Network

Life & Finance in Harmony

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

In today's fast paced world, few people have the time or resources to dedicate to managing their investments - whether it involves researching bond ratings, reviewing company earnings, or tracking investment performance.

As your financial advisor, I will alert you to new new opportunities and advise you on changing market conditions that may affect your investments.   It's all part of my long term commitment to my clients.

Why work with a full-service broker?

There are many tangible benefits that you may expect from a full-service broker:

  • Single point access to a wide variety of investment options;
  • Long-term investment planning geared to your goals;
  • Assistance in making decisions concerning Roth IRA conversion, tax-efficient 401K rollover and corporate retirement plan selection;
  • Clear and accurate statement reporting;
  • On line account information and bill paying;
  • A selection of money market funds;
  • An option to automatically reinvest stock dividends;
  • Appropriate year end planning activity to help you reduce capital gains.

Please call at any time to learn more about the benefits of working with a full-service broker.

Nancy L. Daniel, MSA 
Financial Advisor/Owner

Telephone 440.527.0672
Calculators

Mortgage Acceleration

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

Lease Interest

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

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

More Calculators →

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

More Newsletters →