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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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?