Ever wondered what your net worth is or where all of your money goes each month? We are providing these calculators as a service to our friends and clients. While the results of each calculator should not be relied on as a definitive answer or solution, they can serve as a useful guide and a starting point in your detailed budgeting and financial planning.

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Gerald T. Maxim

Gerald T. Maxim

Retired - President and Managing Principal

In his role as President and Managing Principal, Jerry plays an integral role in the firm's day-to-day functions, as well as its strategic decisions.
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