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.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Calculating your potential Social Security benefit is a three-step process.
Lifestyle considerations in creating your retirement portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Savvy investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.