BETZEL FINANCIAL GROUP, Ltd.

COMMITTED TO MAKING A DIFFERENCE

Today's investment climate offers unprecedented opportunities.  At BETZEL FINANCIAL GROUP, Ltd., our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1.  A clear understanding of their financial goals
2.  A well-defined roadmap for achieving those goals
3.  On-going advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a personalized, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 1-614-861-2900, or e-mail us at dbetzel@multifin.com.  We will be happy to assist you.  We look forward to speaking with you soon.   

   
Learning Center
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Calculators

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

More Newsletters →

Market Watch

July 04, 2009 @ 06:34 PM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91

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