Certified Financial Planner™ professionals

Welcome to our website where you will find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Colarossi & Williams created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue you financial goals.

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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.

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Newsletters

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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