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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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Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

The Basics of Social Security Retirement Benefits

The Basics of Social Security Retirement Benefits

Videos

We have interesting videos for you to watch on my site.

View Videos

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.

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Transcript

Newsletters

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

  • Time for a Spring Cleanup: Organizing Your Financial Records

    Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

  • Is It Time to Buy an Electric Vehicle?

    The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.

  • Life Insurance Living Benefits

    In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

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Calculators

  • Estate Taxes

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

  • 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.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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