Brinkmann Insurance And Financial, LLC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Low-Volatility Strategies for a Less Stressful Ride

Some stocks and stock funds may help reduce the volatility in a portfolio.

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

Getting Real About Retirement

This article features a worksheet and relevant information to help estimate retirement expenses and income.

Know Your Mutual Funds

Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck