TRANSITION and THRIVE™
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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding the value of a home warranty.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's a breakdown of how the federal government spends your tax money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are four very good reasons to start investing. Do you what they are?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Three things to consider before dipping into retirement savings to pay for college.