precourt insurance and financial services

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

 

Account Access

View Your Personal Accounts



Personal Folders

Risk Tolerance: Stress-Test Your Portfolio…and Yourself

Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

Prices and the Economy

Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.

HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

Steps to Help Lower Capital Gains Taxes

Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.

More Newsletters →