U Financial Team

The UFinancial Team at the Willow House

We have individuals licensed to sell INSURANCE products in the following States:



  • Arizona      Colorado      Delaware      Florida      Kansas      Maryland      Missouri      North Carolina      New Jersey      New York      Ohio      Pennsylvania      Texas      Virginia


We have individuals licensed to sell SECURITIES products in the following states:



  • Arizona      California      Colorado      Connecticut      Delaware      Florida      Georgia      Hawaii      Kansas      Massachusetts      Maryland      Michigan      Minnesota      Missouri      North Carolina      New Jersey      New York      Ohio      Pennsylvania      South Carolina      Tennessee      Virginia      Washington      West Virginia


We cannot communicate with, nor respond to requests from, users who reside in states where we are not licensed to conduct insurance and/or securities business.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

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

Life Insurance

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Smaller Hikes for Medicare Advantage Premiums

The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Weighing Price and Earnings

Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

More Newsletters →