TRANSITION and THRIVE™
John Stokes Financial is a wealth management firm focusing on corporate professionals in transition. We are a nationally recognized firm, with over 500 corporations having sought our advice, services, and experience. A large number of America's leading corporate executives are clients of John Stokes Financial.
You go through many transitions in life- starting a family, planning for retirement, being laid off from work, or a career change. Wealth management is more than just investment advice; it encompasses all parts of a person's financial life. As a wealth management firm we provide a comprehensive approach to help you thrive during your transition. We take all aspects of your life into account and guide you through taking care of today and planning for tomorrow- all in a way that makes sense FOR YOU. Our team believes THRIVE is more than money ... it's peace of mind.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Term insurance is the simplest form of life insurance. Here's how it works.
A look inside the U.S. government's statistics on household net worth.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.