Financial Planning and Advisory Consultants
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Financial planning can be complex and intimidating. A property 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.
- 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’t want you to miss any developments in the area of personal finance.
Newsletters
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.