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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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HOT TOPIC: What's Ahead for 2010?
Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
A Look at the Second-Half Outlook
Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.
Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.
More Newsletters>>>
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September 07, 2010 @ 12:55 PM
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