Protecting a Lifetime of Assets
At French Financial, we believe your wealth should be used for what matters most—to protect what you’ve worked a lifetime to achieve for your family, your business, and your future. Learn more
Providing Independent Insight
When you partner with the independent advisors at French Financial, your best interests are our number-one priority. You benefit from a firm that possesses more than 100 years of combined experience across three generations. Learn more
Guiding You Along the Path to Your Goals
French Financial specializes in short-, intermediate- and long-term goal setting to help you successfully pursue the retirement lifestyle you desire, transfer wealth to your loved ones and establish your legacy on your terms. Learn more
CLYDE FRENCH ATTENDS LPL FINANCIAL 2014 NATIONAL CONFERENCE
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A quick look at how federal income taxes work.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The uncertainties we face in retirement can erode our sense of confidence.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: right now.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.