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Emerson & Company is an organization comprised of experienced professionals. We focus on creating strategies to achieve clients individual goals and move them toward becoming financially secure. 

Investment decisions, tax implications, and insurance choices all impact one another and should be thoughtfully considered when approaching an investment strategy. 

Our professionals will direct and manage a plan for your successful and stress-free financial goals.

We approach this process through:

  • Wealth Strategies
  • Investment Selection
  • Retirement Income
  • Tax Reduction Strategies
  • College Planning
  • Life Insurance Protection
  • Disabilty Insurance
  • Long Term Care
  • Simple and Roth IRA’s
  • 401(k) planning
  • 401(b) planning
  • Profit Sharing Plans
  • Estate Planning
  • Developing Investment Portfolios

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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you. 

800-924-3611  |  405-942-5000  |  info@emersonandco.com