Welcome to Stoner Financial Management
Our Mission
To partner with our clients to overcome their challenges and obstacles by creating and implementing a financial plan to meet their investment, financial and wealth building goals. Our primary expertise focuses on working with retirees and people approaching retirement.
Our Experience
Our family business, which is now in its fifth decade, has given us the extensive experience and expertise to guide our clients through a successful and prosperous retirement.
With integrity and attention to detail we are committed to providing consistently superior service, ongoing review meetings, educational client meetings, timely and relevant communication and client appreciation events. We do all of this in our effort to build valuable long term relationships.
Please feel free to contact us with any questions.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.