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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The Measure of a Life
One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Help Your Family Help You
Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Estate Conservation You Can Trust
Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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