Providing You With Financial And Insurance Services


As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs including Investments,
- Life Insurance, Disability, Long-Term Care, Health insurance and Medicare plans
- Deliver timely information
- Explain how changing financial conditions may affect you
- Monitor your financial progress
- Help make investment planning easier
As experianced professionals in financial planning,we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- What pension and social security strategies should I use?
- How will the health reform affect me and/or my business?
- What income strategies would be best suited for me during retirement?
- How much money will I need in order to retire?
- What are my Employer-Sponsored plan distribution options?
- Should I have a traditional IRA or a Roth IRA?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
If you have any questions, contact us at 989-720-5072 or e-mail us at brent@mowinskifinancial.com. We will be happy to help. We look forward to talking with you!
Newsletters
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.