Charles P. Leach Agency

CPL Financial Group
Planning Today to Prepare for Tomorrow

Securities products are offered through registered representatives and investment advisory services are offered through investment advisor representatives of Walnut Street Securities, Inc (WSS), a registered investment advisor. Member FINRA/SIPC. CPL Financial Group is not an affiliate of WSS.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

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

Estate Taxes

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

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Newsletters

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

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