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!

AFG Culture

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

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.

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.

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Still Time for Stimulus Benefits
The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Note to Self: Check Beneficiary Designations
Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.

Playing Catch-Up with Contributions
Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

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