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.

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How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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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.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

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.

New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

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