Powell Financial - Rob Powell, Bert Powell & Shawn Crumley

Values-Based Financial Planning - Asset Accumulation and Preservation

 

At Powell Financial we forge long-term, mutually beneficial relationships by listening to your goals, educating you on alternatives, and coordinating with your other advisors.  Our full service implementation seeks to save you time and we monitor and review your financial products to help keep you on course.  Because change is constant we will continue to help you adapt to inevitable and unpredictable changes in your life.  Our goal is to help you efficiently accumulate, protect and transfer family wealth.

 

 
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

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

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