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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Calculating your potential Social Security benefit is a three-step process.
When considering life insurance, it's important to understand your options.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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 can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When should you take your Social Security benefit?
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.