"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
Do You Know How Much Risk You Are Really Willing to Take?
Click below to uncover your risk score
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Try these activities to keep your brain sharp.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A four-step framework for building a personal legacy.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
That big list of dreams and goals isn't the only way to look at your bucket list.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you found yourself suddenly single? Here are 3 steps to take right now.