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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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Help Make Your Retirement Assets More Valuable

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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How Compound Interest Works

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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