Illuminated waterfront at night with lights reflecting on water

Presque Isle Lighthouse Beach in Erie, Pennsylvania

Sunny sandy beach with dunes and blue sky

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.

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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More Newsletters

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators