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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When considering life insurance, it's important to understand your options.
The item most homeowners forget on their home improvement project checklist is insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Calculating your potential Social Security benefit is a three-step process.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
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.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
For women, retirement strategy is a long race. It’s helpful to know the route.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”