Financial Planning* with Fox Financial
Everyone has different financial goals, but what each person has in common is their need for a financial plan. Regardless of what you want to work towards, you need a money management roadmap to get there.
That’s the role of Fox Financial Services; we help you by building an individualized plan. Whether you want to save for college, retirement or other goals, it all starts with listening to you, and creating a plan that matches the right financial services with your needs. We pride ourselves in understanding the financial situations of our clients.Our Team Our Passion
Roadmap To Retirement
Start building your portfolio
$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you’ll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless.
Get the most from retirement
NextPhase™ Retirement Income Strategy is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner placing a heavy emphasis on guaranteed* streams of income that continue over long periods of time.
Are you Social Security Wise?
Social Security retirement benefits help provide lifetime, inflation-adjusted income. Combined with your retirement savings, plus any pension benefits you may receive, Social Security may serve as an important component of your overall plan for retirement income.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The item most homeowners forget on their home improvement project checklist is insurance.
Do you know where the idea of “retirement” comes from?
It's important to make sure your retirement strategy anticipates health-care expenses.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What does your home really cost?