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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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