Let Us Earn Your Business!!
Jim Tucker, CLU Mike Tucker
Welcome to Tucker Financial Services, LLC.
Our firm is owned by Jim & Mike Tucker, a father and son team. Between the 2 of us, we have over 60 years of experience in the financial services business. With offices in Fort Worth and Stephenville we are able to service many clients in our area. We work with our clients to help them make educated and informed decisions in the areas of investments, insurance, retirement services, estate planning, and wealth preservation.
We are committed to do our best to empower our clients with the knowledge to make informed decisions so that they and their families can achieve their financial goals.
On our website you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to 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.
Jim & Mike Tucker
Newsletters
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.