Through Stifel, our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that reflects their unique needs and enables them to pursue both short- and long-term goals.
Wealth Planning:
- Net Worth Statement
- Asset Allocation
- Long-Term Care Analysis
- Retirement Analysis
- Life Insurance Review
- Disability Income Needs Analysis
- Estate Document Review (to suggest areas to discuss with your attorney)
- Survivor Analysis
- Education Analysis
Corporate Executive Services:
- Cashless Stock Option Exercise
- Rule 144 Stock Transactions
- Control and Restricted Stock Transactions
- Corporate Share Repurchases
- Financing the Exercise of Stock Options
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Business Owners:
- Business Owner Services & Solutions
- Key Person Insurance
- Buy-Sell Agreements
- Qualified Retirement Plans
Retirement Planning:
- Individual Retirement Accounts
- Roth IRAs
- Plan Conversion
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Neither Stifel nor its affiliates offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Asset allocation does not ensure a profit or protect against loss.