Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At French Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
As our nation ages, many Americans are turning their attention to caring for aging parents.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Military families face unique challenges, making personal finance even more critical.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.