Insurance Services for Employer Groups & Individuals
Welcome to our web site where you'll find a wealth of information in the form of newsletter articles, calculators, and reports. We created this web site to help you gain a better understanding of the individual's financial concepts behind insurance and related planning. As a boutique agency, we offer services designed to the specific needs of the employer groups and individuals with whom we work. We pride ourselves on service to our clients through our ability as an independent agency to access a broad range of resources to help meet your objectives. Once you become a client, we remain committed to continually provide personal service, attention, and knowledge of your account. The result is long term relationships built on the trust we earn. We hope you take advantage of our web site as a resource and visit us often. Be sure to add our web site to your list of "favorites" .
Scholie Guziak, President
Currently registered to offer insurance products in the States of DC, MD, and VA. This is not an offer to sell insurance in any other state of jurisdiction.
Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Accumulation
Estimate the future value of your current savings.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.