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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?