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Poulsen Financial Group, Corp.

Name: Poulsen Financial Group
Address: 824 Gum Branch Rd. Suite E, Jacksonville, NC, 28540, US
Telephone: 910-455-8191

824 Gum Branch Rd. Suite E
Jacksonville, NC 28540

Phone:

910-455-8191

Fax:

910-455-4396

E-mail:

donna@poulsenfinancialgroup.com

About Poulsen Financial

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Our Associates

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What We Do

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We are here for YOU!!!

I believe all individuals, despite their age, for the most part are living far below their potential and an informed individual can take control of their financial future with a little instruction on how to accomplish it. It is our mission to assist you in reaching your financial goals. You will find links to different websites that might be of interest to you and some financial calculators and tools. There are also newsletters for your information.

We look forward to being of service to you!!!!

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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More Newsletters

Calculators

Cash Flow Analysis

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

Home Affordability

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators