Welcome
The professionals at Investor's Choice Financial Group, Inc. are experienced financial executives providing a diverse array of financial services, information, and technological resources to address the individual needs of each client.
Our Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.
Our Goal: To exceed your expectations in delivering professional and personal attention to your investment affairs.
You're One of a Kind... Your Investment Strategy should be too
Call us TODAY to schedule a complimentary no-obligation consultation today
Our web site is designed to provide you with additional resources to assist in managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this site useful and look forward to a long, continued relationship.
Helpful Content
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Rebalancing Your Portfolio
Over time, different investments' performance can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimating the Cost of College
This worksheet can help you estimate the potential costs of a four-year college program.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
View all articles
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work in 2011 to pay federal tax liability.
Capital Gains Tax Estimator
Estimates the potential taxes due on capital gains on your transactions.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Provides an understanding of taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making Your Tax Bracket Work
Being in the 25% marginal income tax bracket doesn't mean the gov't is taking 25% of your income.
The Cost of Procrastination
Procrastination can be costly, and when you get a late start, it may be difficult to make up for lost time.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.