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:
Personal Needs Analysis
Business Needs Analysis
Unit Investment Trusts
Wealth Management Strategies
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
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.