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.
Helpful Content
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
View all articles 
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Saving for College 101
Here's a crash course on saving for college.
Rightsizing for Retirement
What does your home really cost?