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

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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?

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

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