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Insurance &Financial Services in Kennewick, WA since 1987

At DONCASTER INSURANCE & FINANCIAL SERVICES, we make it our goal to provide comprehensive financial services to our clients in Kennewick, WA. When you rely on us, you can trust that our financial services professionals will guide and assist you with your financial situation, whether it's financial risk mitigation planning, insurance, or financial planning.

WELCOME TO DONCASTER INSURANCE & FINANCIAL SERVICES

We pride ourselves in being a top-notch boutique firm that has been in business since 1987. In addition to Tom's local community involvement, he is an active member of The Society of Financial Services Professionals and The Million Dollar Roundtable.

ABOUT DONCASTER INSURANCE & FINANCIAL SERVICES

We are a unique boutique firm that has been in business since 1987. We offer a broad array of products and services with insurance and retirement income solutions.

To learn more, please get in touch with us at 509-735-9518.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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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.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

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

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

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

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