At Stoneburner Wealth Management, we believe that no two financial plans are the same. Each person has different needs, wants, and aspirations, so we never take a cookie-cutter approach to addressing your specific situation. That’s why we believe planning is essential to the success of your generational wealth.
Having enough to retire is only one aspect of good financial planning. There are other critical planning points to be analyzed, like how your estate planning, insurance planning, and tax planning strategies can impact your entire financial picture. At Stoneburner Wealth Management, we help you cover all the bases.
Financial Planning
By placing an emphasis on prudent investments and wise budgeting, we empower you to fearlessly navigate life's uncertainties while creating a robust financial legacy.
Wealth Management
We'll cultivate a comprehensive, personalized strategy to help manage and preserve your assets. Our wealth management strategies include the following:
• Accumulation: How to target asset growth
• Risk Management: How to protect your assets
• Taxation: How to minimize your tax burden
• Business Planning: How to grow and manage your business
• Retirement Planning: How to target the distribution of your assets in a tax-advantaged way
• Estate Planning: How to preserve your assets
Investment Management
With skilled, experienced guidance, we'll help you navigate the complexities of the investment management world, paving the way for a financially secure future.
Insurance Planning
We help safeguard your financial well-being and that of your loved ones, so you can confidently pursue your aspirations knowing you have a strong safety net.
Business/Professional Plans
We offer the following plans:
• 401(k)
• SEP-IRAs
• SIMPLE IRAs
• Salary Continuation
• Deferred Compensation
• Buy-Sell Agreement Funding
• Stock Redemption Funding
• Key-Man Life Insurance
• Key-Man Disability Income Insurance
