Colby Financial

Affiliated with PFG Financial Advisors

Welcome to our website!  We hope it is helpful and informative. Over the years our practice has had the privilege of helping many individuals across the United States.  We look forward to hearing from you.

Dale Colby is licensed to sell securities in the following states:

FL; GA; NY; NC; OH; PA; WV 

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

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