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EXTENDED PERSONAL SERVICE, LTD 
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If it's important to you, it's important to us.

If it's important to you, it's important to us.

If it's important to you, it's important to us.

If it's important to you, it's important to us.

If it's important to you, it's important to us.

EXTENDED PERSONAL SERVICE, LTD 

"If it's important to you, it's important to us."

N3000 County Road BB Columbus, WI 53925

Phone:

  • 800-927-5588 or 608-698-6896

Fax:

  • 920-927-5584

E-mail:

  • Denise@EPSFinancial.com
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The Basics of Social Security Retirement Benefits

The Basics of Social Security Retirement Benefits

Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

Videos

We have interesting videos for you to watch on my site.

View Videos

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

More Videos »
Transcript

Newsletters

  • HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

    According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

  • Don’t Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • Goodbye Passwords, Hello Passkeys

    As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

More Newsletters »

Calculators

  • Estate Taxes

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

  • Taxable Equivalent Yield

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

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators »

Securities and Advisory Services through Harbour Investments, Inc.  Member FINRA / SIPC.
Securities Licensed in WI & IL

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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