George Coxhead Financial Services
Today’s economic environment presents many challenges. Whether you are facing retirement, saving for your child's education expenses, or planning the continuation of your business, I can help you address your most pressing questions.
My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams, goals, and priorities, and also understand your tolerance for risk.
I take pride in the lasting relationships that I have formed with my clients. Whatever phase of life you are in, I am here to help you make informed decisions regarding your financial future.
Helpful Content
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?