Doreen Reese and Associates, LLC

Doreen Reese Francis
Your Insurance and Financial Specialist

As a small business employee benefits provider, our insurance and financial products and services are focused on addressing your employees' overall health and financial well-being with the most cost effective solutions for your business. 

We also consult with individuals and families to determine your long-term financial objectives through careful planning. Your goal may be to protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. 

We are trained professionals who can help you identify your insurance and financial needs and then determine which insurance and financial products and services can best help you meet your objectives.

Please use my web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

 

 

 

 

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Car Affordability

How much can you afford to pay for a car?

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

More Newsletters →