At Jolles Insurance & Financial our focus, for 30 years, has been to protect income and assets for individuals, families, businesses, key executives and employees.  We provide solutions to fill in the gaps that occur when income stops due to death, disability and retirement.  The biggest concerns that most of our clients have are maintaining good health, longevity and outliving their assets.  Our training positions us to support our clients with their insurance and financial needs. 

Our Committment is to be a proactive leader in promoting wellness in the hope that we can make a difference in optimizing health and extending productive lives.

We work together with our clients to protect their Health and Wealth. 

Taxable Equivalent Yield

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

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

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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HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform

The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

No Shortage of Liability Risks

Liability insurance can help offset unforeseen legal costs that could consume a business's profits.

Oil Prices and the Economy

The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

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Check the background of this financial professional on FINRA's BrokerCheck