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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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Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

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

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

More Videos »
Transcript

Newsletters

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

More Newsletters »

Calculators

  • Life Expectancy

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

  • Estate Taxes

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

  • 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.

  • Taxable Equivalent Yield

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

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