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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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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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