"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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding the economy's cycles can help put current business conditions in better perspective.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Simple steps may help you foil hackers and protect your privacy.
The true cost of raising a child may be far more than you expect.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?