Financially Yours Advisory Services

As a financial planner, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs.  Therefore, my mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their goals
2. A well-defined road map to help achieve those goals
3. Ongoing personalized advice to adjust their roadmap when needs change

I cover many areas of financial services, from investment and retirement planning to risk management and estate conservation. As an independent financial planner, I offer services that are designed to lower overall risk and help increase your assets by using various resources and strategies while striving to deliver a high level of service and expertise.

Please visit this site often, since the content is constantly changing.  Remember that most people do not plan to fail, but rather fail to plan, so contact me today to take the first step toward planning for your financial future.

Financially Yours,
Donna Lea
CERTIFIED FINANCIAL PLANNER (TM)


 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

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.

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: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

More Newsletters →