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
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Glossary of Scam Terms
A helpful glossary of current scams.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.