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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.
CalculatorsNewsletters
 

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

Lease Payment
How much would your monthly lease payment be?

Retirement Portfolio Lifespan
How Long Will Your Funds Last?

Lease Interest
What's the interest rate on the lease you're considering?

More Calculators>>>

 

Manage Your Tax Burden
If tax season has you searching for ways to lighten your tax load, here are two options to consider.

The High Cost of Low Coverage
The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.

The World Is Your Oyster
If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

No Better Time Than Now
You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

More Newsletters>>>

Market Watch
  July 06, 2008 @ 07:35 AM

Dow Jones Industrials 11,288.54 + 73.03
Dow Jones Transportation 4,678.75 + 25.62
Dow Jones Utilities 515.32 - 3.20
Nasdaq Composite 2,245.38 - 6.08
Nasdaq 100 1,816.35 + 0.20
S&P 500 1,262.90 + 1.38
S&P Mid-Cap 400 786.80 - 8.70
S&P Small-Cap 600 351.95 - 3.38
Russell 2000 665.78 - 6.56
NYSE Composite 8,481.54 + 16.03
AMEX Composite 2,161.13 - 24.89
10 Year Treasury Note 3.97 + 0.01
Wilshire 5000 12,815.47 - 26.86


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Planto Roe Financial Services, Inc., 19230 Stonehue, Suite 4200, San Antonio, TX, 78258 (210) 477-7140
Copyright 2008 Planto Roe Financial Services, Inc., Securian Financial Network. All Rights Reserved.