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.
How Income Taxes Work
A quick look at how federal income taxes work.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Ascertaining the value of your business is important for a variety of reasons.
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here are five facts about Social Security that are important to keep in mind.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how to set up your financial goals for success? This knight does.
Peer-to-peer payment apps are one of the newest ways to send money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?