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Envision your life. Plan to live it.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and market data.



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. Yorktown Financial Group, Inc. created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement, estate planning strategies, and wealth preservation.

Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning*, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


 

*Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, Rose Tree Corporate Center I, 1400 N. Providence Road, Suite 117, Media, Pennsylvania 19063 (610) 891-9700  Yorktown Financial Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  Tax advice and accounting services are offered independently of Equity Services, Inc.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Considering some important issues now could provide more options in the event of early retirement.

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This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck