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.

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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Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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