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 troy@foxfinancial.biz


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THE CYCLE OF INVESTING

Understanding the cycle of investing may help you avoid easy pitfalls.

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THE COST OF PROCRASTINATION

Procrastination can be costly. When you get a late start, it may be difficult to
make up for lost time.

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OUR TEAM, YOUR FOCUS

We believe our teamwork approach adds a broader perspective to all we do and
provides increased benefits to our clients.

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MANAGE YOUR PORTFOLIO

Our client portal enables you to keep track of all of your investments and
goals.

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FINANCIAL PLANNING* WITH FOX FINANCIAL

Everyone has different financial goals, but what each person has in common is
their need for a financial plan. Regardless of what you want to work towards,
you need a money management roadmap to get there. 

That’s the role of Fox Financial Services; we help you by building an
individualized plan. Whether you want to save for college, retirement or other
goals, it all starts with listening to you, and creating a plan that matches the
right financial services with your needs. We pride ourselves in understanding
the financial situations of our clients.

Our Team Our Passion




HELPFUL CONTENT


RETIREMENT TRAPS TO AVOID

Beware of these traps that could upend your retirement.


4 ELEMENTS OF AN ESTATE STRATEGY

Learn about the importance of having an estate strategy in this helpful and
informative video.


SAFEGUARD YOUR DIGITAL ESTATE

If you died, what would happen to your email archives, social profiles and
online accounts?

 
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ASSET ALLOCATION

Consider how your assets are allocated and if that allocation is consistent with
your time frame and risk tolerance.

AN OVERVIEW OF RENTER’S INSURANCE

Don’t overlook the need for renter’s insurance if you rent your home.

MASTERING MOBILE LINGO

Do you understand these common mobile slang terms?

U.S. PERSONAL SAVINGS RATE

What can be learned from the savings rate?

THE SEQUENCE OF RETURNS

A look at how variable rates of return impact investors over time.

BUDGETING AFTER A DIVORCE

Divorce is the second most stressful time in a person's life. Here's some tips
to get through it.

VIEW ALL ARTICLES

DISABILITY INCOME

This calculator estimates your chances of becoming disabled and your potential
need for disability insurance.

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

LIFETIME OF EARNINGS

Estimate how much you have the potential to earn during your working years.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

WHAT IS MY RISK TOLERANCE?

This questionnaire will help determine your tolerance for investment risk.

VIEW ALL CALCULATORS

SAFEGUARD YOUR DIGITAL ESTATE

If you died, what would happen to your email archives, social profiles and
online accounts?

THE OTHER SURE THING

Though we don't like to think about it, all of us will make an exit sometime.
Are you prepared?

PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

EXTENDED CARE: A PATCHWORK OF POSSIBILITIES

What is your plan for health care during retirement?

FORECAST

The market is as unpredictable as the weather. We'd love to help you prepare.

4 ELEMENTS OF AN ESTATE STRATEGY

Learn about the importance of having an estate strategy in this helpful and
informative video.

VIEW ALL VIDEOS

 


WEEKLY MARKET COMMENTARY

Your source for updated market and economic news.

Download Market Commentary

 


GET FINANCIAL NEWS & UPDATES DELIVERED TO YOUR INBOX

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LOCAL WEATHER

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ROADMAP TO RETIREMENT




START BUILDING YOUR PORTFOLIO


$ymbil is a dynamic online investment adviser platform that assesses your risk
profile and recommends a risk-appropriate managed portfolio. In only a few
minutes, you’ll be invested in a diversified portfolio, based on your
objectives, and on your way to long-term saving and investing. All online,
simple, and seamless. 

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GET THE MOST FROM RETIREMENT


NextPhase™ Retirement Income Strategy is an investment strategy with the
objective of providing inflation-adjusted income for life. The strategy
allocates assets in a manner placing a heavy emphasis on guaranteed* streams of
income that continue over long periods of time.

Get Started Learn More



ARE YOU SOCIAL SECURITY WISE?


Social Security retirement benefits help provide lifetime, inflation-adjusted
income. Combined with your retirement savings, plus any pension benefits you may
receive, Social Security may serve as an important component of your overall
plan for retirement income.

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Each month, we share exclusive videos and articles on the latest financial
topics.



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Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory
services offered through Securities America Advisors. Fox Financial Services is
not affiliated with the Securities America companies.

The third-party comments displayed are not verified, may not be accurate and are
not necessarily representative of our client experience.
 
This site is published for residents of the United States and is for
informational purposes only and does not constitute an offer to sell or a
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herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in states or jurisdictions in which they
have been properly registered or are exempt from registration. Not all products
and services referenced on this site are available in every state, jurisdiction
or from every person listed.

CONTACT

Fox Financial Services

Office: 231.719.1081 Fax: 231.744.5286

1975 Holton Road
Muskegon, MI 49445

Series 6, 7, 26, 63, 65

troy@foxfinancial.biz




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