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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

LTCI Cost of Waiting

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

Net Worth

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

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Market Watch

September 04, 2010 @ 06:44 AM

Dow Jones Industrials 10,447.93+ 127.83
Dow Jones Transportation 4,387.40+ 45.37
Dow Jones Utilities 399.52+ 2.65
Nasdaq Composite 2,233.75+ 33.74
Nasdaq 100 1,870.31+ 29.73
S&P 500 1,104.51+ 14.41
S&P Mid-Cap 400 766.52+ 10.72
S&P Small-Cap 600 343.82+ 5.74
Russell 2000 643.36+ 11.10
NYSE Composite 7,055.03+ 88.78
AMEX Composite 1,949.37+ 15.84
10 Year Treasury Note 2.62+ 0.05
Wilshire 5000 11,524.85+ 153.00

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