Skip to main content
EXTENDED PERSONAL SERVICE, LTD 
  • Home
  • Transition to Retirement
  • About Us
    • Our Firm
    • Our Qualifications
    • e newsletter sign up
    • Tell A Friend
  • Our Services
    • Financial Planning
    • Tax Free 401K Rollover
    • Social Security : Now or Later?
    • Why Estate Planning Is Important
  • Resources
    • Videos
    • Calculators
    • Flipbooks
    • Newsletters
    • Market Watch
      • Detailed Quotes
      • Symbol Lookup
      • Multi Quote
      • Markets at a Glance
      • Charting
      • Portfolios
    • Articles
    • Glossary
    • Tax Library
    • Request a Quote
  • Current Newsfeed
  • Client Login
  • Contact 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.

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
  • LinkedIn Icon
  • Facebook Icon

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

The Basics of Social Security Retirement Benefits

The Basics of Social Security Retirement Benefits

Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

More Videos »
Transcript

Newsletters

  • Just Your Average Millionaire

    The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

  • Versatile 529 Plans Can Help with More than Just College

    529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.

  • Equity REITs: Is There Room for Real Estate in Your Portfolio?

    This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

  • It’s Complicated: Inheriting IRAs and Retirement Plans

    The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

More Newsletters »

Calculators

  • 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.

  • Estate Taxes

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

  • 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

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck