We specialize with helping individuals and families work towards their financial goals so they can become financially confident.
This is accomplished with:
Lifetime income planning with a focus on tax sensitivity.
Diversified investments with a bucketing approach.
Financial plans beyond investment strategy, with advisory services encompassing your life’s journey.
Social Security optimization, and when to turn on benefits.
Personalized website of your net worth, financial plan, that is updated daily with market changes.
For help with financial and advisory services contact us today.
H. Jack Koehne - CERTIFIED FINANCIAL PLANNER™
Newsletters
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.