The Value of a Retirement Plan Advisor Stay connected when you are on the go Make your dreams a reality The best compliment you can give is a referral
 

"High expectations are the key to everything.” - Sam Walton

Our Promise - We strive to build a long-term financial partnership with you – to help take you beyond your expectations of your wealth. We work with you to develop personalized strategies to pursue your lifestyle goals and to continue your legacy for generations.

Our Approach - Working with Troxell Financial provides you the benefit of our team’s comprehensive financial perspective, our ability to implement seemingly simple strategies for even the most complex scenarios, and our continued personal attention.

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Helpful Content

Test Your Life Insurance Knowledge

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?

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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