Our Mission

Peace of Mind Through Financial Security

Every successful corporate president hires a Chief Financial Officer to attend to the financial needs of the company so he or she can manage the well being of the company. We believe every individual needs to hire a personal CFO so they can attend to their own personal interest and well being. More...


SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of Alaska, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Masachusetts, Maryland, Michigan, Minnesota, Montana, North Dakota, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. First Union Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.



Calculators

Savings Goals

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

Risk Tolerance

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

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