"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
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
There are common mistakes you can avoid when saving for retirement.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Try these activities to keep your brain sharp.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Making the most of surprises is a great reason to work with us.