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How We Differ

How We Differ

My goal is to help you build and implement a comprehensive financial plan without the stress that is normally associated with personal finance. I am very good at what I do, and work very hard to stay that way. I am a member of the Alliance of Cambridge Advisors (ACA), the only fee-only financial planning community focused on the holistic planning strategies that create true wealth for their clients.

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Services

Services

TechGen Financial is a fee-only firm specializing in helping families and individuals take control of their finances to build real wealth. Our mission is to take you from living paycheck to paycheck to living the lifestyle you’ve always dreamed of, free from the stress and anxiety that money can cause. We act as your personal financial coach, guiding you every step of the way.

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Save for the Future &
Live the Lifestyle of Your Dreams!

I’m Phil Stockton, the Principal and Founder of TechGen Financial and The Lifestyle of Your Dreams.

We look at the big picture, working to create a financial strategy that allows families to live the lifestyle they want today without sacrificing their future. “ I help sort through all of the financial noise to focus on what’s important to you.”

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

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

<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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