The Value of a Retirement Plan Advisor Stay connected when you are on the go Make your dreams a reality The best compliment you can give is a referral
 

"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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Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Prevent a Rift: Money Tips for Newlyweds

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.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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