A crucial step in managing your financial future
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.
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.INVESTMENTS
Traditional investments
We provide access to a broad array of quality, traditional investment options – including equities, fixed income, mutual funds, unit investment trusts (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.
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.
Stifel's 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.
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.