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As an independent financial company, we are not beholden to one brand of funds or products. We research our selections thoroughly and do not recommend anything to you that we would not be comfortable with in our own portfolios.

As a result, we help you build a strategy for your specific situation. Our service offerings include:
 

Planning
Education Analysis 
Estate Analysis 
Personal Needs Analysis 
Business Needs Analysis 
Retirement Analysis 
Business Continuation 
Charitable Giving 

Insurance
Life Insurance 
Disability Income 
Long-Term Care

Investments
Mutual Funds 
Unit Investment Trusts 
Annuities: Tax-Deferred 
Annuities: Immediate 
IRAs 
Wealth Management Strategies 

Business/Professional Plans
401(k) 
Pension/Profit Sharing 
SEP-IRAs 
SIMPLE IRAs 
Salary Continuation 
Deferred Compensation 
Buy-Sell Agreement Funding 
Stock Redemption Funding 
Key-Man Life Insurance 
Key-Man Disability Income Insurance
Disability Income Buy-Sell Insurance 
Business Overhead Expense Insurance 

Employee Benefit Plans
Group Disability
Group Life
Group Healthcare

 

 

At Stoneburner Wealth Management, we understand the issues associated with all of these various concerns. Regardless of how simple or complex your situation is, we strive to make the outcome as efficient and effective as possible for you.