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Robert L. Chess CFP, CFS, RFP
[email protected]

Marlo Machalinski
[email protected]

Sandra "Sam" Jordan
[email protected]


(814) 864-0984 / (888) 686-0984

Sunset over the Bay Retiring the 4% Rule The Power of Compound Interest It May Be Time for a Financial Checkup

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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

A Primer on Irrevocable Life Insurance Trusts

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

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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