Severtson & Associates Wealth Management Services has more than 25 years of experience in the fields of investments, insurance, retirement, and business continuity planning.
 
We have helped more than 400 individuals, professionals and business owners achieve many of their financial goals.  Their loyalty is the best testament to the quality of our work and year after year they refer us to their families, friends and business associates.
 
Our practice is based on presenting objective solutions that are in your best interests.
 
Throughout our community, we have established strategic affiliations with professionals who share these values and also provide broad-based comprehensive advice.
 
We invite you to explore our website and to learn more about the Severtson & Associates experience.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

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.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

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