We Help Our Clients Retire With Dignity
Palmer Financial, LLC is a family-owned investment management firm serving families in Erie, PA. Our clients are hardworking Americans who have serious questions about how to achieve a comfortable retirement in today’s complex financial world.
We know that the money you have saved represents decades of saving, sacrifice, and prudent financial choices. Our goal is to help you get to that next financial level with dignity, confidence, and without excessive risk.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Retirees traveling abroad need to know that their health insurance travels with them.
Try these activities to keep your brain sharp.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How literate are you when it comes to your finances? Brush up with these five basics.
Lifestyle considerations in creating your retirement portfolio.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here’s a quick guide to checking to see if you have unclaimed money.