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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the social impact of investing is just as important as the return, perhaps more important.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Read this overview to learn how financial advisors are compensated.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?