MARY HOLEVINSKI, LUTCF
Welcome to Holevinski Financial Services, a full-service company specializing in retirement planning and estate conservation.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 1-800-995-1238 or e-mail us at mholevinski@madisonreps.com. We will be happy to help. We look forward to talking with you.
Newsletters
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lease Payment
How much would your monthly lease payment be?