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
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Buying a Home
A look at what you need to think about when buying a home.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?