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.
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Considering some important issues now could provide more options in the event of early retirement.
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
How much life insurance would you need to produce a sufficient income stream for your family?