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, Ltd.
Sorensen Flexible Benefits provides employee benefit services and insurance products for individuals, families and businesses.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.