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John J. Sulick, Investment Advisor Representative

476 Rolling Ridge Drive, Suite 333
State College, PA 16801

Phone:

1-800-914-6820

Fax:

814 383-4107

E-mail:

Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting Flipbooks on my site.

John J. Sulick, Investment Advisor Representative at PFG Financial Management

"Excellence In Financial Strategies"

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I 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. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional like me to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I and my firm are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit my site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn’t want you to miss any developments in the area of personal finance.

You can check out my background on FINRA's BrokerCheck: http://brokercheck.finra.org/

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Shows how transfer-on-death designations help avoid probate costs.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will Your Funds Last?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

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