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)


 

Taxable Equivalent Yield

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lease Payment

How much would your monthly lease payment be?

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Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

More Newsletters →