Financial Planning

Your family’s financial security can be as simple as listing the answers to these questions listed below.  Please provide me the answers to these questions and I will help you determine how much life insurance you and yours need today to be guaranteed your desired standard of living.

Last Expenses are: Funeral Costs, Transportation, Reception, etc.

Misc. Debts: Charge cards, Auto Loan, etc.

Home Mortgage or Rental Expenses

Education Benefits for children - how much do you want to leave the children for education cost if you were to pass-away?

Total Financial Needs, these are the amounts of money required today to guarantee your family the standard of living you want for them

Any present benefits, insurance, etc, that you can use to reduce total needs.

Total Debts to Be Paid Off and Future Money Needed

Of course you can call the Tony Waalkens Agency at 520-378-2141 or send an email to AzFinSe@cox.net and get immediate help!