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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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The Growing Popularity of Preferred Stocks
Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.
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?
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
HOT TOPIC: Moving Forward from the Credit Crisis
On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.
More Newsletters>>>
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September 07, 2010 @ 11:22 AM
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