Doreen Reese and Associates, LLC

Doreen Reese Nunnally
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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

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

LTCI Cost of Waiting

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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