The Value of Financial Planning

Financial planning is a crucial step in managing your financial future.  Not only does it help you see your current financial situation, but it also helps you think about those things you would like to do in the next five years, ten years, and throughout retirement. 

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At Stifel, we look at your entire financial situation, including your asset allocation, investable assets, liabilities, future income streams and savings, insurance needs, estate planning issues, and more.  We will take everything into consideration and determine strategies and action plans.  This includes:

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.


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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. 

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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.

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Periodic Review 

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. 

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Stifel Wealth Strategist Report®

One of the best places to start is by setting goals for retirement.  A Stifel Wealth Strategist Report® will help you quantify and define specific goals you would like to achieve throughout your life or even after you have passed.  Figure out what your needs, wants, and wishes are, so from there, you can quantify and prioritize your goals.  

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Your needs may consist of the cost to cover your bills and put food on the table. 

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Your wants could be those goals you would really like to fund but that aren't critical. 

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Your wishes might include that once-in-a-lifetime vacation or the home remodel you have always dreamed about. 

While financial planning can seem daunting, it doesn't have to be.  Whether you are just out of college or planning your retirement in the next few years, financial planning can benefit anyone at any age with any amount of wealth. 


Contact us today to start setting your goals
and preparing for the retirement 
that aligns with those goals.




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

Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance.  An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.