Skip to main content
EXTENDED PERSONAL SERVICE, LTD 
  • Home
  • Transition to Retirement
  • About Us
    • Our Firm
    • Our Qualifications
    • e newsletter sign up
    • Tell A Friend
  • Our Services
    • Financial Planning
    • Tax Free 401K Rollover
    • Social Security : Now or Later?
    • Why Estate Planning Is Important
  • Resources
    • Videos
    • Calculators
    • Flipbooks
    • Newsletters
    • Market Watch
      • Detailed Quotes
      • Symbol Lookup
      • Multi Quote
      • Markets at a Glance
      • Charting
      • Portfolios
    • Articles
    • Glossary
    • Tax Library
    • Request a Quote
  • Current Newsfeed
  • Client Login
  • Contact 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.

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
  • LinkedIn Icon
  • Facebook Icon

The Basics of Social Security Retirement Benefits

The Basics of Social Security Retirement Benefits

Videos

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

View Videos

Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

More Videos »
Transcript

Newsletters

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Don’t Overlook the Value of Social Security Survivor Benefits

    While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

  • HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

    Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

More Newsletters »

Calculators

  • 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.

  • Estate Taxes

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

More Calculators »

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

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