Cash Balance Plans

Cash balance plans are a lesser-known retirement planning strategy for business owners and highly compensated self-employed workers. They may be a good option for those closer to retirement age who may have not been able to contribute much to their traditional retirement plans in their early years.

Muni Bonds

Stifel is a leading municipal bond underwriter, bringing a high volume of new issues to the market both nationally and in California. Simply put, that means we can offer you investment opportunities that other firms may not have available.