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          Daniel A. Finkle, CFP®                   Arthur A. Finkle, CLU, ChFC 

Welcome to our web site where you will find a wealth of information in the form of newsletters, calculators and articles.  You can follow the market at Market Watch, request insurance quotes or contact us with any questions.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial services. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement planning, estate planning, and wealth preservation.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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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