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.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What’s the deal with your yearly free credit report?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Lifestyle considerations in creating your retirement portfolio.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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
The market is as unpredictable as the weather. We’d love to help you prepare.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?