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
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Saving for College 101
Here's a crash course on saving for college.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.