When considering your retirement and investment options you need to trust the individuals you choose to share personal information regarding your financial history, goals, and desire to retire comfortably. Courtney Retirement & Investment Services’ integrity ensures your confidential information stays private. We have been helping clients just like you to work towards meeting their goals for more than 25 years. Providing quality customer service to each individual client is our priority.

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

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What Does the Dollar Do for You?
Which is preferable, a strong dollar or a weak one?

Take It Year by Year
The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Surviving the Estate Tax with Survivorship Life
People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Develop a Life Plan
An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

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