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.
Dave Ramsey's Smart Vestor Pro is for investment services only. Laura Crean and Dave Sauers have contracted with Dave Rasmey as a Smart Vestor Pro. Dave Ramsey's endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Advisors. Lincoln Financial Advisors is separate from and not affiliated with Dave Ramsey. Smart Vestor Professionals pay a fee to be included in the network.
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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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?