Pete Sorensen & Bob Quinlan
We have been a family-owned business for over 80 years. Our knowledge and experience allows us to help our clients make sound investment and lifestyle decisions that positively impact their financial goals.
Sorensen Flexible Benefits provides employee benefit services and insurance products for individuals, families and businesses.
Visit our SiteWe have been a family-owned business for over 80 years. Our knowledge and experience allows us to help our clients make sound investment and lifestyle decisions that positively impact their financial goals.
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
How much life insurance would you need to produce a sufficient income stream for your family?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.