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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.