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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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?