Advisors Financial, Inc. is a full-service, boutique financial planning firm. Founded in 1985, we are proud to still serve many of our original clients, their children and even their grandchildren. Our team of experienced, professional Certified Financial Planners is dedicated to our clients. We are life-long advocates and trusted advisors to our clients and have an in-depth educational approach to financial planning and investment management. Supported by a talented office and investment staff, our planners provide independent advice based on the unique circumstances of each client.Read more >
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A letter of instructions provides additional and more personal information regarding your estate.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are things about Social Security that might surprise you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you explored all of your choices when it comes to managing your taxable income?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.