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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: Investors Flock to Bond Funds, But What Happens When Rates Rise?
Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?
Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.
HOT TOPIC: New Year, Higher Taxes?
After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.
Going Global
International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
More Newsletters>>>
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September 07, 2010 @ 12:59 PM
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