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Rustic wooden watermill by a pond in a misty forest

We will help you create your

legacy for the future.

Scenic aerial view of a blue lake surrounded by lush green forests under a cloudy sky.

We will help you ease your

financial stress.

White truss bridge structure in a lush green park.

We will help you bridge

your transitions in life.

Train tracks leading through an autumn forest to mountains

We will help keep you on track.

Crowded race track with cars on pit road and full stands

We will help you race to

your financial success.

Linn Cove Viaduct on Blue Ridge Parkway in autumn

We will help you stay on the

road to success.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Mehaffey Financial has been serving families and businesses since 1979. Our mission is to provide superior quality financial products, services, and advice designed and priced to the individual needs of our clients and add value by helping our clients plan and achieve their individual financial goals.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Cost of Retirement

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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