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WELCOME!

8331 Edinboro Road


THE CYCLE OF INVESTING

Understanding the cycle of investing may help you avoid easy pitfalls.

Learn More


THE COST OF PROCRASTINATION

Procrastination can be costly. When you get a late start, it may be difficult to
make up for lost time.

Learn More


UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT

Welcome, I’m Bob Chess, a Certified Financial Planner in Erie, Pennsylvania. I
understand that individuals face unique challenges as they prepare for
retirement. My Team can help take the mystery out of preparing for tomorrow as
you try to navigate today's financial enviorment. Whether you goal is saving for
retirement, college savings, or an estate strategy, our personalized service
focuses on your needs, wants, and financial goals.

Our professionals have years of experience in financial services. We can help
you address your needs of today and for many years to come. We look forward to
working with you through all stages of your life, please call (814) 864-0984.




HELPFUL CONTENT


AND THE EXECUTOR IS

The right executor may help ensure the distribution of your assets is done with
as little upheaval as possible.


ESTATE MANAGEMENT 101

A will may be only one of the documents you need—and one factor to consider—when
it comes to managing your estate.


A PRIMER ON IRREVOCABLE LIFE INSURANCE TRUSTS

Irrevocable life insurance trusts can be important tools that may accomplish a
number of estate objectives.

 
 * Articles
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REQUIRED READING: THE ECONOMIC REPORT OF THE PRESIDENT

The Economic Report of the President can help identify the forces driving — or
dragging — the economy.

HOW STOCKS WORK

Understanding how a stock works is key to understanding your investments.

INSURING YOUR BUSINESS WITH A BUY/SELL AGREEMENT

It may help your business be better prepared in the event of the death of a
principal or key employee.

SILVER SNEAKERS 101

Medicare’s popular program, offering free gym membership and health education.

THE BUSINESS CYCLE

Understanding the economy's cycles can help put current business conditions in
better perspective.

RETIREMENT QUESTIONS THAT HAVE NOTHING TO DO WITH MONEY

Things to consider before retirement.

VIEW ALL ARTICLES

INTERESTED IN A FUEL EFFICIENT CAR?

Estimate how many months it may take to recover the out-of-pocket costs when
buying a more efficient vehicle.

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

MY RETIREMENT SAVINGS

Estimate how long your retirement savings may last using various monthly cash
flow rates.

BI-WEEKLY PAYMENTS

This calculator estimates the savings from paying a mortgage bi-weekly instead
of monthly.

SELF-EMPLOYED RETIREMENT PLANS

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA,
or SEP.

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

VIEW ALL CALCULATORS

EXIT STRATEGIES OF THE RICH AND FAMOUS

Estate conservation is too important to put off. Do you have a smart exit
strategy?

THE FED AND HOW IT GOT THAT WAY

Here is a quick history of the Federal Reserve and an overview of what it does.

RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.

18 YEARS’ WORTH OF DAYS

The average retirement lasts for 18 years, with many lasting even longer. Will
you fill your post-retirement days with purpose?

FINDING THE BALANCE

The sandwich generation faces unique challenges. For many, meeting needs is a
matter of finding a balance.

INFLATION AND YOUR PORTFOLIO

Even low inflation rates can pose a threat to investment returns.

VIEW ALL VIDEOS

 


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EXPERIENCE MATTERS



For many, understanding every aspect of personal finance can be daunting. From
investments to retirement to insurance, the decisions can be overwhelming. 

That’s where my firm comes in. 

Whether you have significant assets to manage—or if you are just starting to
accumulate wealth—we have the tools and background to provide the services that
may fit your needs. 

My personal goal is to provide you with guidance that can help you understand
and

... Learn More



 


CONTACT

Office: (814) 864-0984Toll-Free: (888) 686-0984 Fax:(814) 864-7439

bob@estatesolutionplanners.com





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The content is developed from sources believed to be providing accurate
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regarding your individual situation. Some of this material was developed and
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Copyright 2024 FMG Suite.



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services offered through Securities America Advisors Inc.  Estate Solutions
Planners Inc. and Securities America are separate entities.

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or from every person listed.



CONTACT

Estate Solutions Planners, Inc.

Office: (814) 864-0984Toll-Free: (888) 686-0984 Fax: (814) 864-7439

8331 Edinboro Road
Erie, PA 16509

bob@estatesolutionplanners.com



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