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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

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

More Videos »
Transcript

Newsletters

  • Online Shopping in the Tariff Era

    Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

  • 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.

  • Could Employee Ownership Be Part of Your Succession Plan?

    An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

  • HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

    This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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.

  • 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.

  • Life Expectancy

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

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