Powell Financial - Rob Powell, Bert Powell & Shawn Crumley

Values-Based Financial Planning - Asset Accumulation and Preservation

 

We have over 40 years of combined experience in the financial services industry. We offer our clients a fee-based, values oriented financial planning process that places emphasis on asset preservation as well as accumulation. Our intention is to establish mutually beneficial long-term relationships with our clients that allow us to be a part of their planning team. We provide for the implementation and systematic review of your financial strategy. This site is designed to provide our current clients with on-going educational material and to enlighten visitors about our business.


 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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