top of page
Blue digital stock market chart showing financial trends
Aerial view of an illuminated industrial park at night.

Apple Valley Insurance & Financial Services, Inc.

215 S. State Street
Appleton, WI 54911

Phone:

(920)739-1021

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Welcome to Apple Valley Insurance & Financial Services, Inc.

Today's investment climate offers unprecedented opportunities. At Apple Valley Insurance and Financial Services, Inc., our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • Ongoing advice to help adjust their roadmap when their needs change

​

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Visit often, as our content is constantly changing. For help with your financial management, or for more information on Apple Valley Insurance and Financial Services, Inc., please contact us today at (920) 739-1021.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the future value of your current savings.

How much can you afford to pay for a car?

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck