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
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
In 2018, Americans’ debt hit $13 trillion, with the average American carrying more than $38,000 in debt – not including home mortgages. For many, debt is simply a way of life, with more Americans living from paycheck to paycheck.
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
