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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.