Fsc Securities

Your Source For Holistic Financial Planning

Welcome to R Chase Financial online. 

Here you'll discover valuable information, relevant articles, easy to use calculators, and access to the latest market performance data.  And you'll discover the advantages of working with the R Chase Financial team to pursue your financial goals.

Working together, we'll analyze your unique financial situation and chart a course toward helping you achieve your goals.  Whether you're interested in investing, saving for retirement, preserving your wealth or planning your estate,  the R Chase Financial team is here to help you understand the risks and rewards that come with proactively managing your personal finances.   

Bookmark this site to your list of "favorites" in your Internet browser. We frequently update and add to the information you'll find, so there's always something new to explore.

 Presented to 7% of wealth managers with five years of experience in the financial services industry all professionals within a market area. Each wealth manager was reviewed for regulator actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/

 

 

 

Presented to 7% of wealth managers with at least five years experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints.  Wealth Managers do not pay a fee to be included in the research. Details of the award can be viewed at http://www.fivestarprofessional.com.
 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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