Fenton Financial Services, Inc | Serving your Annuity, Life Insurance and Investment Needs in the Cleveland, Ohio area
Helping You Plan Your Financial Future

We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We created this site to help you gain a better understanding of the financial concepts behind retirement, investing, annuities and life and health insurance. Most importantly, we hope you see the value of working with a skilled professional to pursue your financial goals.
 
At Fenton Financial, we are here to help educate on basic financial concepts, help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
 
 
Calculators

Roth IRA Conversion

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

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

More Calculators →

Newsletters

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

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