If what you think to be true turns out not to be, when do you want to know?
Our life's financial highway is filled with direction and purpose, but also filled with roadblocks, detours, delays, setbacks and other surprises. The financial highway we travel can, however, be navigated through prudent planning for life's uncertainties and contingencies.
Whether it be fulfilling your retirement dreams, saving for college, or securing your future, at Pitchford Financial Group, LLC, we can do more than help. We know that your needs, and the needs of your family or business, are unique. Take the all-important first step for us to sit down and discuss your situation – let's talk about your plans and goals for the future. An initial courtesy consultation will do more than analyze your current situation – it will help us determine how we can best work together to make your dreams and goals a reality.
Newsletters
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?