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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
When Markets React
When markets shift, experienced investors stick to their strategy.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
View all articles 
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators 
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
