Transition & Thrive℠: Wealth Management for Professionals in Transition
At John Stokes Financial, we specialize in providing comprehensive wealth management services to individuals who are undergoing significant life and job transitions, such as job loss and retirement. We understand that these periods of change can be both exciting and challenging, and we are here to guide you every step of the way.
Our goal is to help you navigate these transitions to ensure financial clarity and to never leave money on the table. Whether you are starting a new chapter, embarking on a new career path, or retiring after a successful career, our team is dedicated to helping you achieve your financial goals and secure a prosperous future.
Our Transition and ThriveSM process has been carefully designed to address the specific needs and challenges that arise during significant life and job transitions. When you choose John Stokes Financial, you can expect:
We conduct a thorough assessment of your current financial situation, taking into account your assets, liabilities, income, and expenses. This analysis forms the foundation called your “current reality” for developing a personalized financial plan.
Fees may apply.
Based on your unique goals and circumstances, we create a tailored financial plan that encompasses investment management, retirement planning, tax optimization, risk management, and estate planning. Our strategies are designed to adapt to your evolving needs as you navigate your transition and beyond.
Our experienced team manages your investment portfolio with a disciplined and proactive approach. We leverage our deep market insights, research, and analysis to make informed investment decisions aligned with your goals, risk tolerance, and time horizon.
Life transitions often bring about changes in priorities and circumstances. We continuously monitor your financial plan and investment portfolio, making necessary adjustments to ensure they remain in sync with your evolving needs and objectives.
Our commitment extends beyond just managing your wealth. We provide ongoing financial education, guidance, and support to empower you in making informed financial decisions. We strive to be your trusted partner throughout your financial journey, providing clarity, confidence, and peace of mind.