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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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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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Car Affordability
How much can you afford to pay for a car?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?