EMICO Advisory Services
Planning YOUR Way

Welcome to EMICO Advisory Services, where planning YOUR way to financial peace of mind is our expertise. Whether you are still receiving a paycheck or have begun your retirement experience, we help you create and maintain a financial plan that aligns with your visions and dreams for a secure and happy future. Our approach is holistic, and revolves around all areas of your financial life, including:
- Cash flow analysis – analyzing your needs and income resources
- Investment Management – making your money work for you
- Tax strategies – minimizing taxes to maximize assets
- Risk/Protection Management – protecting what you have
- Estate Planning – assisting families with wealth transfer
Helping you develop conviction about your financial plan is our underlying objective.
At EMICO, we continue earning your trust by sharing our extensive knowledge, educating you, and involving you in all decisions throughout our partnership. Our success is measured by the long-term, meaningful relationships we continue to have with our client community. Helping you develop conviction about your financial plan is our underlying objective. We are committed to excellence in everything we do. Our impeccable client service helps to reduce the stress in managing your financial life. We consider it an honor and privilege to partner with you, our clients, and guide you through a lifetime of sound financial decisions.
Please look through our website to learn more about us. We pride ourselves in getting to know you and your unique circumstances. If you desire the peace of mind that comes with having an integrated and comprehensive financial plan, give us a call or send us an email. We would enjoy hearing from you.
Helpful Content
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
