General Financial Services Inc.

 

Today's investment climate offers unprecedented opportunities. At General Financial Inc., our mission is to help clients take advantage of those opportunities by providing them with three key tools:                

  • A clear understanding of their financial goals                
  • A well-defined roadmap for achieving those goals              
  • Ongoing advice to help adjust their roadmap when their needs change

We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to help meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often to find a wealth of investment information that is up-to-date and constantly changing.

For help with your financial management, or for more information about General Financial Inc., please contact us today.



 


 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

Which Way to Payday?

Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

Update Time

Estate issues are potentially uncomfortable to contemplate, but they are a critical aspect of your overall financial situation.

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

More Newsletters →