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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

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

Impact of Inflation

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Insurance to Leave a Legacy

A survivorship life insurance policy could provide benefits at a lower cost than individual life insurance.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

More Newsletters →