US Wealth Management

Jeffrey N. Tomaneng, ChFC, CFP® - Financial Planner

Mission Statement

I help people align their financial lives with their personal values.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

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