Helping secure the next chapter of your life

The Stoner Group Charles C. Stoner, Eileen Stoner, Charles M. Stoner, Amy Lowe, Julie A. Stewartson, Teresa Mckee Chapman, Julia Krauss

The Stoner Group


phone

855-541-0917
704-765-3254



phone

888-629-4103





address

UBS Financial Services Inc. - Lake Norman Office
16810 Kenton Drive
Suite 310
Huntersville, NC 28078



“We can help you understand and sidestep the financial landmines that can jeopardize your retirement goals. Our team will work to protect your wealth so that you and your family can enjoy retirement with confidence.”

— Eileen Stoner

Complexities on the retirement horizon

We carefully consider the issue that matter to you–such as investment risk and opportunity, rising medical costs, longevity, Social Security and Medicare. In developing retirement strategies to suit your needs, we focus on an income stream you can depend on.

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

Based in Huntersville, North Carolina, our team is readily available to serve the needs of pre-retirees and retirees in the region – including Charlotte, South Charlotte, Cornelius, Mooresville, Davidson, Denver, Concord and the Lake Norman area.


Making A Difference

Community of Faith, El Salvador Chuck and Eileen Stoner - Food for the Poor


The Stoner Group podcast library

Listen to insights from The Stoner Group.


Our office locations

Lake Norman Office
16810 Kenton Drive
Suite 310
Huntersville, NC 28078

SouthPark Office
6100 Fairview Road
9th Floor
Charlotte, NC 28210



Insights

 
 

 

 

 

 
 

 

 

 

Top of the Morning Podcasts

Top of the Morning daily podcasts

Planning for the lifestyle you want

Planning for the lifestyle you want