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
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.