What does being Steadfast mean to you?
Webster Dictionary defines Steadfast as being immovable, not easily swayed, and loyal. We believe all of these qualities are needed to pursue your financial dreams.
Services
Retirement Planning
- Are We on Track for Retirement?
- 401(k) / 403(b) Review
- Social Security Timing Advice
- RMD Planning
- Retirement Income Planning
Investment Management
- Risk Tolerance
- Market / Economic Update
- Comprehensive Asset Allocation
- Outside Asset Review
- Tax conscious Investment Trading
- Biblically Responsible Investing Options
Estate Planning
- Trust / Will Review
- Coordination with Estate Attorneys
- Legacy Planning
- Charitable Planning
- Planning for Aging Parents
- Beneficiary Designations
- Avoiding Probate
Income Tax Planning
- Tax Return Review
- Tax Conscious Investment Allocations
- Roth IRA Conversions
- Maximizing Itemized Deductions
- CPA Coordination
Risk Planning
- Asset Protection Strategies
- Do I need Term Insurance or Whole Life?
- Insurance Plan Review
- Disability Planning
- Long Term Care Review
College Planning
- How much do I need to save?
- Investment Allocation
- 529 Education
- Saving outside of a 529
Employee Benefit Review
- Stock Options/ESOP
- RSU/PSU
- Deferred Comp
