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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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Keeping Up with College Costs
The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.
HOT TOPIC: New Rules Likely Making Credit Cards More Expensive
New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.
Test Your College Funding Knowledge
If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.
The Board of Directors: A Key to Company Success
Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.
More Newsletters>>>
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September 07, 2010 @ 11:24 AM
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