Our Folsom Office

Folsom Wealth Advisory Group is a tax and financial services firm committed to helping its clients achieve their financial goals.  Our services cover all areas of financial management, including income tax planning and preparation, investment and retirement planning, risk management, and estate conservation.  It is our goal to  help our clients develop a comprehensive financial strategy that fits their unique needs and enables them to meet both their short and long-term objectives.
Calculators

Cost of Retirement

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

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