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. 

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

A Map to Guide Your Family

A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.

FAFSA in the Fall for Lower Stress

New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.

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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