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.
Visit our SiteNewsletters
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
-
The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.