A Leader in Institutional Investment Solutions

Panter & Kelly Financial LLC is an investment advisory firm overseeing more than $560 million in corporate pension and foundation assets.  Our professionals combine a wealth of financial experience with an unparalleled level of client service, to provide one of the best investment  platforms in the industry today.

In today’s business climate, a properly structured and managed defined benefit plan is critical to a company's financial health.  Our solution enables clients of any size to realize significant cost savings, improved risk-management and investment diversification, while relieving company personnel of considerable administrative and fiduciary responsibilities – allowing them to focus on their core business mission.

Our defined contribution platform includes a wide variety of world-class investment managers and highly customized participant education, resulting in increased employee satisfaction and fiduciary protection.

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

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