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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Ascertaining the value of your business is important for a variety of reasons.
The tax rules that govern donating art are complex and confusing. Take a closer look.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.