Financial Planning

Our financial planning process is detailed, comprehensive and personal. It involves gathering data from our clients which allows us to create a snapshot of a client's current financial positioning. We delve into goals and dreams and analyze current savings and spending habits and use this information to project future outcomes. The plan is fluid, allowing for adjustments to assumptions and variables that directly impacts long term results.

Clients are provided an implementation task list with suggestions to help them better meet their long term goals. Clients have the option to implement the plan on their own or engage SFSI.

The planning process covers all aspects of a client's financial profile which can include:

  • Wealth enhancement and management
  • Retirement planning
  • College funding
  • Estate planning
  • Risk management
  • Portfolio allocation
  • Budgeting

Because we work with corporate executives, we have a keen understanding of the different types of benefit packages that employers provide their executives. As a result, we employ strategies that help ensure our clients are maximizing the benefits their employer offers.

Our results driven process is not designed to sell product. We charge a flat fee for this engagement which varies based on the complexity of the project.

 




 

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.