Build Wealth. Enjoy Life. Plan Your Legacy.

Find out how you can take control of your future today.

Amazing Things for You

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Do you have a map for retirement?

3/4 retirees retire without formal income plan.

79% of individuals don’t feel confident they will have enough money to last their entire lifetime.

You need a plan that addresses your lifetime income goals.

Check out the Income Conductor video “Creating Your Retirement Road Map” to learn more.

Kevin Grady

CERTIFIED FINANCIAL PLANNER™

Sean O. Grady

Insurance Specialist

Colleen LaPlante

Marketing Consultant

Looking to Learn More?

Get in touch today.

Contact US

Auto loan: Accelerated payoff


What would my auto payments be?


Auto Loan vs. 0% Dealer Financing


Convert Hourly Wage To Annual Salary


Convert Annual Salary To Hourly Wage


Should I Pay Off Debt Or Invest The Money?


Should I Pay Off Debt Or Invest The Money?


What Is The Impact Of Making Extra Payments?


Cash Up Front Or Payments Over Time?


What is the balance on my loan?


What would my loan payments be?


How long until my loan is paid off?


How Long To Pay Off My Credit Card?


Historical inflation - Compare purchasing power


How Long Will My Money Last?


Pay Down Debt Or Invest Monthly Surplus?


What are the payments on a parental (PLUS) loan?


What is the value of a college education?


Advantages of a 529 College Savings Plan


Advantages of a Coverdell ESA


Calculate your ability to pay back student loans


Compare Interest-Only Vs. Traditional Mortgage


What Are The Tax Savings Generated By My Mortgage?


Should I Convert To A Bi-Weekly Payment Schedule?


Comprehensive Mortgage Calculator


What Is My Tax Equivalent Yield?


How Much Self Employment Tax Will I PAy?


Federal Income Tax Calculator


Duration of Life Insurance Proceeds


What Are The Tax Advantages Of An Annuity?


How Much Will I Earn In My Lifetime?


What Are My Chances Of Becoming Disabled?


How do taxes and inflation impact my return?


What could my current savings grow to?


How Much To Save To Reach My Goal?


How long until I reach my savings goal?


How long to Double My Savings?


Becoming a millionaire Calculator


Convert Discretionary Expenses to Savings


Impact of inflation on my retirement calculator


Social Security Retirement Income Estimator