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Welcome

A Representative Committed to Building Your Financial Success


With Jeffrey Bingham working under the DBA name of Holistic Financial Services, you have a dedicated representative who delivers valuable services in a coordinated and holistic way. I look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow while minimizing your debt -- now and in the future. My objective is to assist in putting you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.

I know that financial success is the result of discipline, hard work, and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life.

Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. I will work with you to identify the right strategies to achieve and protect your goals and your dreams.

Helping to ... Optimize your wealth. Achieve your goals. Protect your dreams.

Contact me today to discuss turning your dreams into realities.


Get The Facts

See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance, accomplish your goals and make the most of your untapped potential.

Helpful Content

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The 12 Steps to Living Confidently: Smart Debt Decisions

Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.

6 Tips to Live Your Best (Retired) Life

Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time

Starting Out: Reconciling Debt and Opportunity for Young Adu

“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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