"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.Learn More
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
It's easy to let investments accumulate like old receipts in a junk drawer.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Try these activities to keep your brain sharp.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.