Accountable, Trustworthy, Loyal, Experience, Dedicated Team of Financial Professionals.
*Delta Jones-Walker is an Investment Advisor Representative of and offeres Securites and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Insurance services offered through Atled Financial Group, which is not affiliated with Woodbury Financial Services, Inc.
717 B Main Street • Schererville, IN 46375
(219) 513-3710 • (800) 631-4866
Newsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.