Should you have any questions or would like more information on our firm, please feel free to e-mail us at jbatt@mchenryfinancial.com or call us at (815) 385-1331. This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple. As more states increase the minimum wage, small businesses may start feeling the economic impact.
Read this article for some coping tips. Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child's education, based on the variables you input.
Read this article for some coping tips. Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child's education, based on the variables you input.
Services
We work with our clients to understand their personal financial needs and develop a strategy to best meet those needs. We are experienced in retirement income strategies, retirement planning, IRAs, Roth IRAs, mutual funds, bond funds, estate preservation strategies, life insurance, long term care insurance and disability income insurance.
Jeff Batt graduated from Drake University in Des Moines, Iowa with a Bachelor or Science degree in Business Administration. Jeff has helped hundreds of families with their financial needs since becoming an Investment Representative Adviser nearly 20 years ago.
As an Investment Adviser Representative of Voya Financial Advisors, Inc. (member SIPC) (rebranded from ING Financial Partners 9/1/2014), Jeff is able to utilize his vast experience to guide his clients and help them achieve their financial goals.Jeff is a CERTIFIED FINANCIAL PLANNER (CFP) professional.
As an Investment Adviser Representative of Voya Financial Advisors, Inc. (member SIPC) (rebranded from ING Financial Partners 9/1/2014), Jeff is able to utilize his vast experience to guide his clients and help them achieve their financial goals.Jeff is a CERTIFIED FINANCIAL PLANNER (CFP) professional.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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