Suite of Services

Suite of Services
Personal Financial Planning Division

 

Life Planning Advisor Services
  • Financial Advice & Retirement Planning
  • Budgeting & Savings
  • Wealth Enhancement
  • Estate Planning
  • College Savings
  • Investments

Risk Management

  • Life Insurance
  • Health Insurance
  • Retirement & Income Replacement
  • Long Term Care & Disability Planning

Portfolio Management
  • Asset Allocation
  • Diversification
  • Wealth Accumulation

Ongoing Advisor Services
  • Portfolio Reviews
  • Rebalancing & Asset Allocation
  • Ongoing Advisement Services
  • Monitoring Investments

Forms of Engagement
  • Annual Retainer
  • Comprehensive Financial
    & Estate Planning
  • Project Based

Our Fee Structure
  • Flat Fee
  • Percentage of Assets
  • Commission









 

 

 

 

 

 

 

 

 

 

 

Diversification and asset allocation strategies do not assure profit or protect against loss.

 

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.