Investing Made Easier
We offer financial strategies for both businesses and individuals that address your challenges and fit your needs. Big business or small, soon-to-be-retiree or new college grad, we get to know your concerns and work to solve them with a confidential team approach.
Located inside the Taunton Federal Credit Union, our location combines the experience and trusted advisory services provided through Voya Financial Advisors with the member-focused service that Taunton Federal Credit Union has become known for over 70 years. We work to provide unbiased and holistic personal and business planning in a way we feel best suits our clients, working with a wide range of highly reputable companies on your behalf, helping you work toward peace of mind.
Newsletters
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.