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
-
Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
-
The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
-
Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
-
Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.