Wealth management

• In today's interchangeable world, successful investing requires finding a balance between risk and return
• We want to help our clients find the right fix of investments by translating both opportunities and threats into action, and by connecting investment choices with outcomes

Retirement preparedness

We can help you tackle the most difficult questions as you prepare for retirement, such as:

• Am I saving enough?
• Will I outlive my assets?
• How do I keep up my lifestyle?

Family legacy planning

"Who, when and how much?" These can be difficult questions to answer.

• At The Stoner Group, we are committed to helping our clients protect wealth over generations
• We work with local estate planning attorneys to develop legacy plans that marry client goals with solutions

Healthcare

• Now more than ever, Healthcare coverage and costs must be addressed
• Whether it is Medicare, Medicare supplements, prescription, or employer sponsored health coverage planning; we provide details and guidance so retirees can understand and succeed in this persistently challenging environment

Social Security

• Most working Americans are not aware of the choices they will need to make when it comes to collecting their social security benefits
• Our team of dedicated retirement planning professionals can provide anticipatory guidance to help you choose strategies that optimize your goals

Divorce

Divorce brings multiple challenges both emotionally and financially. It can impact you and your family as well as your lifestyle and ability to pursue your long-term financial goals. We have extensive experience addressing the financial impact of divorce – before, during and after the event – to help you stay on track, navigate your "new normal" and potentially seek new opportunities.

Are you getting the advice you need to feel more confident through divorce? Together, we can find an answer.