Delre & Associates Financial Services

Maria D. Delre-Walsh
      CPA/ PFS, MST

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Financial Planning Services for Individuals and Business including :
Ø      Personal Financial Planning Services for Individuals
        Ø      Retirement Planning
       Ø      Estate Planning
       Ø      Tax Planning
       Ø      Risk Management, including Life and Disability Insurance
       Ø      Investment Planning
             • Professional Money Managers and Traditional Investment Accounts
             • Consolidated Account Holdings offered through Statement One

Ø      Business Benefits and Valuation
       • Group Health, Dental and Disability Insurance
       • Retirement plans, including 401(k), 403(B), SEP and Simple Plans
       • Voluntary Supplemental Plans
       • Section 125 Cafeteria Plans

Calculators

Savings Goals

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

Life Insurance

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

Net Worth

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

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