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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
There’s a link between debt and stress.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Four vacation destinations you might never have thought of.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The federal government requires deceased individuals to file a final income tax return.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.