Grandmother, mother, and toddler reading a book together

Smiling couple standing together on a beach with mountains.

Smiling senior surfer carrying a surfboard on the beach

Smiling senior couple hugging outdoors on a wooden bridge.

Senior couple walking arm-in-arm on a sunny beach.

HOLEVINSKI FINANCIAL SERVICES

200 White Road, Suite 204
Little Silver, NJ 07739-1162

Phone:

1-800-995-1238

Fax:

732-741-4831

E-mail:

mholevinski@madisonreps.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

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

View Videos

MARY HOLEVINSKI, LUTCF

Smiling woman with blonde hair in a polka dot shirt.

Welcome to Holevinski Financial Services, a full-service company focusing on 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

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Roth IRA Conversion

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators