Why Work With A Financial Advisor

Financial planning is a crucial step in managing your financial future.  That's why at Stifel, we dive into your entire financial situation, including your asset allocation, investable assets, liabilities, future income streams and savings, insurance needs, estate planning issues, and more.

Backed by Stifel's high-caliber resources, here's just a sample of we can do for you:

 

Planning for the Future
This is a comprehensive review and planning process that addresses your financial needs.  We begin by getting to know you, your family, your career, your hobbies, and other interests, as well as short- and long-term goals.  Through Stifel's financial planning resources, we'll work as a team to clearly define those goals and to develop a customized strategy to pursue them. 

 

Investments
Traditional investments
We provide access to a broad array of quality, traditional investment options – including equities, fixed income, mutual funds, unit investment trust (UITs), exchange traded funds (ETFs), separately managed accounts, annuities, closed-end funds, and multi-asset programs.

Alternative Investments
We also offer clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds, such as funds of funds, private equity, and managed futures. 

 

Tax Planning
Our team of tax professionals can help you navigate federal and state income tax laws.  By analyzing your tax returns from the last two years, we will identify proactive tax planning ideas for you to discuss with a local tax advisor.

 

Continual Review and Monitoring
Depending on your preference, we can meet as often as you want.  We recommend meeting at least semiannually to review your account. 

In this meeting, which can be face to face or over the phone, we will go over investment performance and any lifestyle or goal changes that have occurred since the last time we've talked.  It is important to know your risk parameters and individual goals so we can structure a plan to help you pursue them.  We usually take two or three meetings with a new client to make sure we completely understand their financial picture.

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.