Simbric & Associates Insurance and Financial Services

Protection for what your value the most!

Jeff Simbric


  Simbric Financial Group, LLC., is a financial firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information and a complementary, customized FAR-Financial Analysis Review thru "The Wealth and Income Planner" software tool,  we believe you will be better able to identify your goals and make sound decisions to reach them. 

We help with insurance claims on ALL types of properties, as well as making sure that you receive far superior service from a General Contractor with a history of going the extra mile for their clients!

Serving the Verde Valley, Tri-City areas, Phoenix-and Northwest valley, and Northern Arizona.

www.jsimbricfinancial.com

 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser! We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

 

 

 

 

You’ll find a wealth of information in the form of newsletter articles, calculators, and research reports included in this website.
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

College Funding

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

Savings Goals

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

More Newsletters →