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.

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

More Newsletters →