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16479 Dallas Parkway, Suite 850
Addison,
TX 75001
Phone: (469) 737-4000
FAX: (469) 737-4110
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For more than 20 years, Ackley Financial Group has been a premier financial services organization for the Dallas area. President and owner John W. Ackley, CLU, along with his associates, provides comprehensive financial solutions through financial planning*, wealth accumulation strategies, estate planning and employee benefits. Our clients are professionals and closely held business owners.
See the AFG Financial Solution as run in the Dallas Morning News, Business Journal and Wall Street Journal. It outlines our new affiliations with Penn Mutual and HTK. Learn what we have in store for you!
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AFG Culture
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The AFG Culture drives our client concierge service and team approach strengthens our ability to develop solutions for clients' financial challenges.
Mission:
Ackley Financial Group, a team of financial advisors, is dedicated to providing our Associates and Clients with quality solutions to financial success based on relationships of trust and integrity.
Principles:
Producer & Client Value Commitment, Accountability, Discipline, Focus, Fact based
Values:
Trust & Integrity, Commitment, reliability, Sense of Urgency, Genuine
Leadership:
Doing Whatever It Takes, Leading, Setting a Development Climate, Team Orientation, Resourcefulness, Hiring Talented People
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Our representatives are insurance and securities licensed in our resident state of Texas,
as well as the states of Colorado, Illinois, Kansas, Louisiana, Main, Missouri, Nevada,
Oklahoma, and Washington. For additional licensing information please contact
Linda Harrison at (469) 737-4058.
Not an offer or solictation in any state where representatives are not licensed.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Savings Accumulation
Estimate the future value of your current savings.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
More Calculators>>>
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A Potential Income Source for the Risk-Averse
Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.
HOT TOPIC: What You Don't Know About Life Insurance
The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.
A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.
Estate Conservation You Can Trust
Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.
More Newsletters>>>
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September 07, 2010 @ 11:34 AM
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