New England Financial
Don Willner
Financial Representative

Financial Products, Employee Benefits, Estate Planning

Welcome and thank you for visiting!

Our mission is to help individuals develop financial objectives, and achieve those goals through various financial products and investment services that are designed to meet their present and future needs. 

Our goal is to help our clients make informed decisions about issues that affect their financial well being so they can achieve financial freedom. We do this in an informal, easy to understand and relaxed environment, that usually takes place over several meetings.  We are dedicated to developing life-long relationships with all our clients, so we hope you find this site informative and useful. Feel free to contact us if you would like more information about the service we provide our clients. 

We look forward to hearing from you.

Don Willner CA Insurance # 0637611

We have representatives in this office licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

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

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Newsletters

Quick Facts - August 2008

Information about Retirement, Long Term Care and the Mature Markets

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Quick Facts - October 2008

Information about Retirement, Long Term Care and the Mature Markets

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

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