"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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Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Rightsizing for Retirement
What does your home really cost?