Today's economic environment presents many challenges to individual investors. Making wise financial decisions can be very daunting. Whether you're just beginning to save for your future, nearing retirement or already retired, we can help you navigate the road to financial success. We want to learn about your personal situation - your financial goals and dreams, and understand your investment objectives and risk tolerance.
At Crumbley Financial Services, our goal is to provide personalized service and strategies to foster a long-term relationship to helping you pursue the financial security that you seek.
Our site is filled with educational videos, articles, presentations and calculators designed to help you learn more about personal finance. As your browse our website, send us a note regarding any questions you might have about any of the content. Thanks for visiting!
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This worksheet can help you estimate the costs of a four-year college program.
When considering life insurance, it's important to understand your options.
It's important to make sure your retirement strategy anticipates health-care expenses.
Good employee health can be great for the company’s bottom line.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.