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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Calculating your potential Social Security benefit is a three-step process.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.