William C. Oetker
I believe that good financial decisions don't have to be confusing. That is why I work with you to develop a customized financial solution that best meets your individual needs. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.
This website offers a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. I hope you take advantage of this resource and visit often.
Be sure to add this site to your list of "favorites" in your Internet browser. Information is frequently updated and I wouldn't want you to miss any developments in the area of personal finance.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can email me at woetker@htk.com or call at 516-238-9851.
Thank you for visiting my website.
My services include:
- Long Term Care Insurance
- Life Insurance
- IRAs (Traditional/Roth)
- 529 College Saving Plans*
- Annuities
- Estate Conservation Stategies
- Asset Protection
- Investments*
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.