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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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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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.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.