Financially Yours Advisory Services : Home

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.

Lease Interest

What's the interest rate on the lease you're considering?

Disability Income Insurance

How much Disability Income Insurance do you need?

Net Worth

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

More Calculators →

Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

More Newsletters →