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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing the rules may help you decide when to start benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An inside look at how marginal income tax brackets work.
However exciting retiring abroad may sound, it deserves considerable planning.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Learn how to harness the power of compound interest for your investments.
There are things you can do to keep yourself safe when you lose your wallet.