Thanks for visiting & remember, I'm never too busy for your referrals! If you have a friend or family member who would appreciate a personalized level of service, please feel free to call or email and I will be happy to follow-up.

 

James E.  Ponté II, Financial Advisor

 

 

 

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Calculators

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.