WEALTH MANAGEMENT SERVICES AND TRANSITION CONSULTING
Offering the full spectrum of financial planning
With our comprehensive range of wealth-management services and proprietary programs for Professionals in TransitionSM, we meet the financial needs of any corporate or individual client. Whatever your situation, lifestyle, or goals, our team will guide you every step of the way toward a more secure financial future.
Financial Planning
- Income Planning
- Retirement Plans
- Tax Planning
- 401(k) and 403(b) Planning
- College Savings
- Estate Planning
- Social Security Timing
- Social Responsible Investing
- Hourly/Fee Based Advice
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
- Fixed Annuities
Tax Planning
- Tax Planning Efficiency Options
- Referral to CPA/Enrolled Agent
Estate Planning & Trusts
- Estate Tax Planning
- Distribution Planning
- Trust Accounts
Educational Workshops
For more information, please call (800) 477-1245, or email us at info@johnstokesfinancial.com.
