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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Capital Gains Taxes

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

Investor Profile

Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys

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Newsletters

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

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