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.

Cash Flow Analysis

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

Time to Hire? Consider the Pros and Costs

Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.

Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

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