Dyer Financial Insurance Services

16772 W Bell Rd., Ste 110-437
Surprise, AZ 85374

Phone:

714.556.5766

Fax:

714.556.5769

E-mail:

JDyer@DyerFS.com

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Welcome to Dyer Financial Insurance Services!

Good financial and insurance decisions don't have to be confusing! We will provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

If you would like to schedule a complimentary meeting to get your questions answered and to discuss your specific needs, you are welcome to call us at 714.556.5766, or fill out the 'Contact Us' form. You will hear back from us soon.

For quotes on life, health and disability insurance, other products, click on 'Request A Quote' in the home page menu.

This site offers a wealth of educational materials: articles, newsletters, calculators, and other tools designed to keep you up-to-date on financial issues, strategies, and trends. The educational materials are continuously updated, so visit us frequently.

If you would like to receive our periodic newsletters, please fill out the form below to subscribe.

Dyer Financial Insurance Services Inc.

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Newsletters

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Unpacking the Real Limitations on Unlimited PTO

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Key Retirement and Tax Numbers for 2026

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Tips to Help Preserve Your Inheritance

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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