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?

Life Insurance

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

Estate Taxes

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

Impact of Inflation

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

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.

Paying for Giving

When it comes to taxes, the giver could face tax liabilities that do not apply to the receiver.

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

More Newsletters →