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.
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Try these activities to keep your brain sharp.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.