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.