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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

Gift Yourself a Debt-Free Holiday

Gift Yourself a Debt-Free Holiday

Here are some tips on how to have a holly, jolly and less stressful gift-giving season.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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A Look at Systematic Withdrawals

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

Saving for College

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

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

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

Paying Off a Credit Card

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

Taxable vs. Tax-Deferred Savings

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Rightsizing for Retirement

What does your home really cost?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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.

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