Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you valued 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.
Helpful Content
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?