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
Is your garage overflowing with bank statements and paid bills from ten years ago? Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded? Are you wanting to finally get control of your documents? If so, here are some suggestions for getting that paper under control today. Implement an electronic filing system, where you...
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
