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SRF Financial, LLC

506 Roswell Street, SE Suite 310
Marietta, GA 30060

Phone:

770-801-9500

Fax:

678-318-5188

E-mail:

Financial Planning and Advisory Consultants

Smiling man in a suit and gold tie

Financial planning can be complex and intimidating.  A properly designed financial plan, though, can eliminate your fears and provide financial peace of mind.  At SRF Financial, LLC, we are committed to eliminating your financial uncertainties.  We will listen to your needs and goals first, and then develop a personalized step by step financial plan that meets your needs.

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  • Take a proactive approach to your wealth and finances
  • Achieve financial peace of mind
  • Follow your passion and dreams

 

For over 20 years, we have been helping clients take a proactive approach to their wealth and personal finances to achieve financial peace of mind.  We think of ourselves as more than just financial planners.  Our goal is to enrich your life and your business by freeing you up to follow your passions and dreams.  Because in the end, we know that life is not just about money.  Our financial plan will provide you with the financial peace of mind that allows you to focus on creating a purposeful life - physically, spiritually and financially.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, 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. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

This calculator can help you determine how soon you can pay off your mortgage.

Determine whether you should consider refinancing your mortgage.

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