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. 

Lease Payment

How much would your monthly lease payment be?

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Taxable Equivalent Yield

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

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Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

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