Services
Investment Management
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Our investment philosophy is rooted in the simple principle, control the controllable. An investor’s focus should be on variables that he or she can control, not on those which are uncontrollable. This philosophy is built on four core principles: personalization, strategy, diversification(1), and risk management. Our firm’s investment management service provides a rigorous level of professional care to your investments, including our Quarterly Account Audit (QAA’s) and Quarterly Investment Audits (QIA’s), allowing you to focus on what is important in your life.
Financial Planning
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What was the last goal you set for yourself? Perhaps it was a New Year’s resolution to start going to the gym, a promise to spend time with family, or an effort to set a budget. Setting goals can be easy, but reaching those goals can be challenging. Without prudent planning, our goals may be left unrealized as time slips away.
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At Stahl Financial, we offer goal-based financial planning that is designed to put you on the path to realizing your needs, wants, and wishes. We ask our clients, “What needs to happen in your life to make you and your family happy?” Then, we will help you create a plan for those goals.
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What makes our services unique is our holistic approach to financial planning. We believe financial planning is not only about retirement, it is about planning for your enjoyment of life before and after retirement. Our financial planning services cover many topics including:
- Life, Health, Disability, and Medicare Insurance Planning
- Risk Management
- Investment Planning
- Retirement Planning
- College Planning
- Estate Planning
- Financial Management and more.
Business Solutions
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Stahl Financial has the experience of helping businesses find effective employee benefit solutions. We recognize that a strong benefits plan is an important part of any business strategy, and as a result, we can help you create a customized plan that may strengthen your business and may help you attract and retain quality employees.
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Our services include: retirement plans, employee benefits, and business continuation planning.
1-Diversification does not ensure a profit or guarantee against loss; it is a method used to manage risk.