We believe the path to your successful portfolio development begins by simply asking questions. After getting to know you and these personal financial parameters, we can help guide you to the proper asset allocation. Troxell Financial stands behind the philosophy that strategic asset allocation - the process of diversifying an investment portfolio across different asset classes -is key to successful long-term portfolio performance.
In other words, the decision of what percentage of assets are invested in various asset classes has far more impact on overall performance over time than the decision of which individual investments to buy. Different asset classes react differently to the same economic news. For example, events that move equity markets upward may send bond prices downward.
In other words, the decision of what percentage of assets are invested in various asset classes has far more impact on overall performance over time than the decision of which individual investments to buy. Different asset classes react differently to the same economic news. For example, events that move equity markets upward may send bond prices downward.
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We provide you with secure access to your account information and activity. With this tool, you have 24/7 access giving you an up-to-date look at your portfolio, helping you to remain on track toward your goals. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site.
Troxell Financial is a Springfield-based, independent wealth management firm servicing business owners, professionals, executives and their families both locally and around the country. We strive to build a long-term partnership with you - to help you prioritize and reach your personal and/or family goals.
At Troxell Financial, we are blessed to be a part of a great community. Our team is dedicated to supporting local organizations that focus on the needs of the community in which we live and do business in. By volunteering and donating to local, non-profit organizations and events, we help Springfield and the surrounding area become a stronger and better place to raise our families.
Our alliance with Troxell Insurance has allowed us to establish a complete team of experienced professionals dedicated to helping you build and preserve your legacy. Through this partnership, Troxell Financial focuses on helping you accumulate, protect and transfer your wealth, and Troxell Insurance provides risk advice and solutions for personal and business insurance, employee benefits and surety bonds.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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