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Spurgeon Financial Group

7825 N. Pershing Avenue
Stockton, CA 95207-1749

Phone:

209-474-8134 / 800-875-8134 / Cell 209-601-5467

Fax:

209-474-1408

E-mail:

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Home of the DIAMOND FORMULA

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Before proceeding further, please be advised that at present Steven L. Spurgeon, Registered Investment Advisor with SFG is licensed to discuss and/or offer financial services and or investments products. Insurance products offered to residents of California under CA. Ins. Lic.#0538297.

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Open enrollment is your chance to make every benefit count.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

This calculator can help you estimate your annual federal income tax liability.

How much Disability Income Insurance do you need?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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