Gain from an independent perspective.
Stone Financial is an independently owned financial consulting firm with more than 10 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Stone Financial has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Building Your Legacy
A four-step framework for building a personal legacy.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here’s a guide to explain all the parts of Medicare.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A collection of tips from professional travelers.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a crash course on saving for college.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.