Investment Planning
As an initial step, we at Stoneway Financial Services evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, survivor income, or financial...
Retirement and Income Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created several new issues that need to be taken into consideration when planning for retirement. Transitioning from earned...
Estate Preservation and Legacy Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement and produces a legacy even after they have passed...
Meet Your Advisor
Brian D. Lowery
President
Helping clients build, protect, and transfer their wealth Investment & Wealth Preservation Strategies Estate Preservation Concepts Retirement Planning...
Latest Blogs
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
