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
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Rightsizing for Retirement
What does your home really cost?