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 professionals are clients of John Stokes Financial.
You go through many transitions in life- starting a family, planning for retirement, career changes. 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. Our team believes THRIVE is more than money ... it's peace of mind.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Healthy habits are one of the greatest gifts to give your child.
The uncertainties we face in retirement can erode our sense of confidence.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the value of a home warranty.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There are things you can do to keep yourself safe when you lose your wallet.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.