We ask our clients a lot of questions and we listen much more than we talk.
We also read numerous financial publications and websites to keep current with the latest economic and financial news and trends, so that we can help you profit from opportunities and avoid as many risks as possible. We help our clients understand that there are various investment philosophies, each having different associated benefits and risks. Does a tactical, strategic or fixed portfolio make the most sense for your situation? Or would it be best to use a combination of 2 or 3 methods to grow and protect your wealth?
This is where our education, years of experience and advice help our clients make sense of their options and give them clear direction.
We pride ourselves in using, where appropriate, a combination method which we believe allows for broader opportunities, greater safeguards and customization rather than the typical "cookie cutter" approach.
Most clients come to us having no idea what investment philosophy is driving their current investment program or the program's associated risk. It is our goal to change that! We believe in thoroughly evaluating our clients current situation and providing them with information not only on asset allocation, diversification principals and risk, but also on how combining/integrating various investment philosophies can be extremely beneficial in developing a solid investment strategy.
Retirement Income Strategies & Investment Planning
Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.
At Stonebridge Financial Solutions, we analyze your unique financial situation before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of approaches for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our expertise and informing you on how to reach your retirement goals. Whether you’re in the initial stages of planning or are already retired, we can help you make your retirement funds last. From creating an income stream you can’t outlive and maximizing the value of your assets to protecting your family and preserving a legacy for your beneficiaries in death, we have the knowledge and experience you can rely on to feel protected, confident and prepared. We will always keep your best interests at heart and put you in control of your financial goals.
April 15 can be a dreaded day, or a celebrated one. We understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.
Stonebridge Financial Solutions is an independent Registered Investment Advisor offering a wide variety of financial approaches tailored to fit clients’ unique goals and objectives. With many of our clients at or near retirement, we focus on investment strategies that minimize risk while providing a moderate return. We not only make recommendations based on your needs and existing portfolio, but we will inform you on the reasoning behind it so you have a complete understanding of the plan in place. Rest assured, we will service you step-by-step throughout your investment lifetime.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
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