PSG Financial, LLC is a financial services group, working with motivated clients of all demographics in the areas of estate/asset protection strategies, savings and wealth management. Protection includes insurance analysis. Savings is the philosophy of maintaining adequate savings to cover emergencies and opportunities. Wealth management includes but is not limited to retirement planning, education funding and philanthropy.
We use a straight forward process to identify, strategize and work toward helping you achieve your financial goals.
Laura Crean and Dave Sauers are Dave Ramsey SmartVestor Pros.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC (d/b/a Ramsey Solutions). Ramsey Solutions is a non-client promoter for Laura Crean an Dave Sauers, and they pay Ramsey Solutions to participate in the SmartVestor program, which results in a material conflict of interest for Ramsey Solutions. For additional information, see Dave/Laura's profile on the SmartVestor platform. Working with a financial professional who is part of the SmartVestor program cannot guarantee investment success or that your financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with a financial professional not participating in the SmartVestor program. Ramsey Solutions and SmartVestor are not affiliated with, or sponsored or endorsed by, Osaic FA.
Newsletters
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Car Affordability
How much can you afford to pay for a car?
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Lease Payment
How much would your monthly lease payment be?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.