Walz Financial Services

Chartered Financial Consulting Services

*Securities and Investment Advisory services are offered through SagePoint Financial, Inc.,(SPF), member FINRA/SIPC Member American International Group, Inc. Chartered Financial Consulting Services is a separate entity from any member of American International Group, Inc. SPF does not give tax or legal advice. Ken Walz, Registered Representative,IAR, is licensed in the following states: Arizona, California, Colorado, Minnesota, Montana, North Dakota, Nevada, South Dakota, Wyoming.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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