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.

More Calculators →

Newsletters

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

More Newsletters →