Planto Roe Financial Services, Inc.

Advocating for your financial future

Solutions for Individual
Solutions for Businesses
Long Term Care
Retirement Strategies
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Finding a Career for Life
A Career With no Limits
Greater Possibilities of Success
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If you are considering moving your retirement assets, you must protect the tax advantages of your employer-sponsored plan(s) and IRA(s)
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Have you or someone you know been affected by a recent layoff or early retirement? Are you concerned about what will happen to your employee sponsored retirement assets? Click here for more information

At Planto Roe Financial Services we provide customized solutions to assist individuals and business owners in reaching their financial goals. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

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Market Watch

March 10, 2010 @ 07:20 AM

Dow Jones Industrials	10,564.38	+ 11.86
Dow Jones Transportation	4,269.16	+ 55.02
Dow Jones Utilities	376.41	- 1.13
Nasdaq Composite	2,340.68	+ 8.47
Nasdaq 100	1,901.38	+ 10.49
S&P 500	1,140.44	+ 1.94
S&P Mid-Cap 400	772.59	+ 0.52
S&P Small-Cap 600	355.48	+ 1.62
Russell 2000	669.63	+ 2.52
NYSE Composite	7,294.02	+ 1.49
AMEX Composite	1,902.68	- 14.22
10 Year Treasury Note	3.70	+ 0.02
Wilshire 5000	11,874.69	+ 22.95

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