The Erie Group of Companies is a road materials and paving construction conglomerate.  We have been in business for over 40 years and do large ODOT, county and municipal road and commercial site work projects.

Jim Sprague was recommended to us.  He immediately offered significant and meaningful guidance, which included a tax refund to the tune of nearly a half million dollars!

Dean Wikel, Chairman and CEO, Erie Group of Companies

Do These Questions Pertain to You?

Cash Flow Management

  • Do I have financial peace of mind?
  • Am I saving enough or spending too much?
  • Do I have control over my cash flow?

Charitable Gift Planning

  • What are the tax implications of a planned gifting program?
  • Which assets make the "best" gifts?
  • Do I need to set up a charitable trust to accomplish my goals?

Divorce Planning

  • If I get divorced, what happens to my retirement plan?
  • What other financial factors should be considered?
  • What steps should I take to protect my assets now that I am divorced?

Education Planning

  • Can I afford to send my child to college?
  • What are the benefits of a 529 Plan?
  • What are the best ways to save for college?

Elder Care Planning

  • Do I have a plan for long-term care?
  • What information should I have on my aging relatives?
  • Which health care documents should I have?

Estate Planning

  • What happens to my assets when I am gone?
  • Are my assets properly titled?
  • Do I have enough life insurance?

Retirement Planning

  • Will I have enough to retire?
  • During retirement what are my sources of income?
  • How much social security will I receive?

Risk Management

  • Do I have enough insurance?
  • What other risk exposures do I face?
  • Do I understand my insurance coverages?

Tax Planning

  • Am I minimizing my tax burden?
  • Is there any way to avoid the AMT?
  • What steps should I take before year end for tax planning?