New England Financial
Don Willner & Vivian Chu
Financial Representatives

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
Vivian Chu CA Insurance # 0C22235

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

Savings Goals

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

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

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

Roth IRA Conversion

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

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Newsletters

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Quick Facts - February 2008

Information about Retirement, Long Term Care and the Mature Markets

More Newsletters →