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Even Keel Financial Services, LLC

163 Front Street, Suite 203
PO Box 973
Marion, MA 02738-1526

Phone:

o) 508.748.0727
m) 617.990.6634

Fax:

508.748.0728

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Bonnie Kirchner, CFP

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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.

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Explains benefits of employee-stock ownership plans for succession planning.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Explains importance of rare-earth minerals and their role in technology and security.

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Shows how transfer-on-death designations help avoid probate costs.

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

How much Disability Income Insurance do you need?

This calculator can help you determine whether you should consider converting to a Roth IRA.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck