3 Financial Group

Many believe that financial well-being is linked solely to an ability to earn a high income. True financial independence, however, has much more to do with taking advantage of your existing finances through understanding the core issues that motivate you in life and using appropriate financial strategies that support your unique goals.

3 Financial Group provides premium financial analysis, advice and services that empower you to actively shape the future of your dreams. We create a space for you to participate in designing customized, lifetime financial plans to realize your genuine desires and ambitions within the context of your financial situation and abilities.

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

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