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Investments...Insurance...Estate Planning

Since 1977

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Welcome to Belke Financial Group

Belke Financial Group, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Our website is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Please don't hesitate to contact us with any questions or concerns.

Helpful Content

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.