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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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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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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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Accumulation
Estimate the future value of your current savings.