At Stone Financial, it’s important for us to understand your specific values and needs to determine how we can help you achieve your financial goals. Part of our process involves defining objectives to ensure the plan we create matches your ideal future.

Preserve your wealth with proven financial solutions like life insurance, liability insurance, and resources to protect assets for when the unexpected happens. 

Ensure you’re taking advantage of every healthcare benefit available to you so that you can protect your well-being and help increase your chances for longevity. We are also licensed insurance agents who help clients have insurance no matter what stage of life they are in. We do marketplace health insurance, Medicare Supplements, Medicare Advantage Plans, and Medicare Prescription drug plans.

Our advisors can monitor your investment portfolio while making any necessary adjustments to help you stay on track with your financial goals and objectives.

Protect your financial future with a retirement plan that incorporates your current situation, retirement goals, and liquidity needs while reducing the potential for risks.

Our tax professionals help you avoid issues that can arise with constantly changing tax laws that put your financial plans at risk. We help you navigate those changes while recommending new strategies that minimize loss.

Contributing to a 401k can make a significant impact on your retirement plan strategy. Our advisors can help you determine the appropriate deduction to help you meet your future financial goals.

Our team can help you understand how your employer’s pension plan works and how it can be a key component in your overall financial planning strategy for retirement.

As union members often have a more comprehensive benefit package than non-union workers, our union benefits expertise can help ensure you utilize every aspect of your benefits to help protect your hard-earned assets.

We incorporate estate and legacy planning into your retirement strategy to help protect your assets and legacy through solutions that may include beneficiary planning, living trusts, estate tax strategies, and charitable donations.