"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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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?
It sounds simple, but paying yourself first can really pay off.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Earnings season can move markets. What is it and why is it important?
For some, the social impact of investing is just as important as the return, perhaps more important.
Learn a little about worldwide currency in this fun infographic
Try these activities to keep your brain sharp.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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
There are some key concepts to understand when investing for retirement
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.