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Joanne Broadwater

PO Box 116
Williamsport, IN 47993-0116

Phone:

7657626780

Fax:

765-762-6781

E-mail:

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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.

"It's not what you've got, it's what you use that makes a difference."

--Zig Zigler

Welcome! My company is a full-service financial consulting firm committed to helping you pursue your financial goals. I offer a wide range of financial services and products to individuals and business owners. I believe you will be better able to identify your goals and make sound decisions to help reach them by the sound financial information I provide.

Please call me if you have any questions about my firm or the range of financial services and products I provide.

My firm has a relationship with a variety of insurance and financial services companies, allowing me to find the service or product to best meet your needs.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Explains how future tax rules may impact deductibility of charitable donations.

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

How much Disability Income Insurance do you need?

Will you be able to afford nursing home care?

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

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