KeyAdvisors

Full service financial services firm

KeyAdvisors is a multi-generation financial services firm that focuses on seniors, small business owners, professionals and their families. As a team, we analyze, recommend, and implement programs that help address each of our client's unique concerns. 

 

To contact a Long-Term Care specialist for information and quotes, please click here

Visit National Life Group's 'Experience Retirement' Website.  Click Here 

 

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, Rose Tree Corporate Center II, 1400 North Providence Road, Suite 1015, Media, PA 19063 (610) 891-9700 KeyAdvisors and all other entities and individuals referenced are independent of Equity Services, Inc., unless otherwise noted.  Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont.  National Life Group® is a trade name of National Life Insurance Company and its affiliates.  National Life does not offer long-term care insurance.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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.

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Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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