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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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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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.