Eardley Financial Agency

Call today for a free consultation! 804-594-2522 Richmond Virginia

Our belief is that your planning needs are best served by an independent advisor you can trust and build a friendship with. It is my objective to get to know each and every one of my clients on a personal as well as a professional level. I want to understand your past experiences, current situation, and plans for the future.

I am convinced that anyone who wants their financial planning dreams to become a reality must have a plan. By working together we can help you achieve your goals, needs, and objectives as it applies to your financial future.

Because the planning process often involves the expertise of other professional specialists such as CPA's, attorneys, mortgage brokers, etc., I have built a network of professionals to help serve your needs in the most efficient manner possible. Through my many contacts in the Richmond – Midlothian - Chesterfield area, I can be a very useful resource in your quest to find other products and services such as insurance, legal advice, tax planning, or even business consulting. Please don't hesitate to ask if you are in need of a new product or service. There's a good chance that I may be able to point you in the right direction. It is my goal to help meet all of my clients' needs whether I can specifically perform the task or not.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cash Flow Analysis

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

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Newsletters

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

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