"Risk Protection Planning Reveals What You Value Most"

A Note from Jack Benke, Managing Partner

The purpose of this site it to introduce ourselves to you and become your trusted source for current financial information and state-of-the-art products and services.  You will hopefully take a few minutes and visit the following sections:  About Us, Learning Center, Market Watch or Request a Quote. We trust you will find  somewthing of value to take away from your visit and consider it time well spent.  If you enjoy our site, please tell others about us and come back and visit us often.  Click here to view our online monthly newsetters or contact us and join our email list. Let our trusted experts help get you to and through retirement. 

  

 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

More Newsletters →