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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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.