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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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slspurg@pacbell.net

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.

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Could an HSA Strengthen Your Retirement Strategy?

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

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Cash Flow Analysis

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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