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

Life Insurance

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

College Funding

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

Cost of Retirement

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

More Newsletters →