Planto Roe Financial Services, Inc.

Advocating for your financial future

Solutions for Individual
Solutions for Businesses
Long Term Care
Retirement Strategies
> MORE

Finding a Career for Life
A Career With no Limits
Greater Possibilities of Success
> MORE

If you are considering moving your retirement assets, you must protect the tax advantages of your employer-sponsored plan(s) and IRA(s)
> READ MORE

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

More Newsletters →

Market Watch

February 08, 2010 @ 07:36 PM

Dow Jones Industrials	9,908.39	- 103.84
Dow Jones Transportation	3,792.89	- 29.31
Dow Jones Utilities	365.63	- 3.82
Nasdaq Composite	2,126.05	- 15.07
Nasdaq 100	1,734.88	- 11.24
S&P 500	1,066.18	- 0.01
S&P Mid-Cap 400	692.52	- 4.57
S&P Small-Cap 600	311.95	- 3.38
Russell 2000	586.49	- 6.49
NYSE Composite	6,713.87	- 68.88
AMEX Composite	1,766.14	- 3.44
10 Year Treasury Note	3.56	- 0.04
Wilshire 5000	10,913.86	- 91.70

[ Markets | Charts | Quotes | Portfolio ]