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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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
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.