John Stokes Financial is a wealth-management firm serving individual and corporate clients, with a focus on professionals in transition. Through TRANSITION and THRIVE™ workshops and personal counseling, the team helps you navigate through life and career changes, to set new goals with more peace of mind. Our Certified Financial Planners (CFPs), Investment Advisor Representatives, Insurance Agents, Employee Benefits Specialists, and Trust Attorneys work closely together to maximize your options in transition, provide a personalized financial-planning experience, and help secure your financial future. We are nationally recognized for financial expertise and comprehensive knowledge of state-and-federal benefits for those in transition. Over 500 corporations have sought our experience, advice, and services. Today, our clients include many of America’s leading corporate professionals.
The uncertainties we face in retirement can erode our sense of confidence.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What if instead of buying that vacation home, you invested the money?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What does your home really cost?