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

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

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