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WELCOME TO STROUD FINANCIAL

We’ve all been there. Trying to achieve a financial goal, whether it be planning for retirement, living in retirement, trying to save for college, or just a major purchase. At Stroud Financial, we want to be the ones to help you achieve these financial goals.

We believe that your financial advisor is your partner in helping you fulfill your goals.  Not just an institution that the only contact you have is when you actively reach out to them.  Our goal is to be with you every step of the way monitoring progess and staying in touch with you on a regular basis to make sure we are staying on track as well as helping you to navigate financial markets.

Don’t be satisfied with the status quo. Let us be your advocate for pursuing your financial goals.

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We’re here for you!

Over the last 10 years, we have been helping over 500 individuals to seek their financial goals.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Retirement Redefined</p>

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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<p>The Rule of 72</p>

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.
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<p>A Home Insurance Claim: To File Or Not To File</p>

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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<p>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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<p>TIPS for Inflation</p>

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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<p>Bi-Weekly Payments</p>

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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<p>Can I Refinance My Mortgage?</p>

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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