Our goal is to help you develop a financial plan, one that focuses on a well-balanced portfolio of investments and assets. Furthermore, as markets continue to evolve, we make it a point to educate you on new developments and trends, helping to ensure your finances and investment strategies remain consistent with your goals. This is an ongoing process, requiring due diligence, decision making, and adjustments.
It's not too early to start planning for the future of your finances. It's important you identify your heirs and beneficiaries in the event of unforeseen circumstances. At Stortz Financial Group, we're happy to be your facilitator as you plan and make decisions. We're also capable of working with attorneys and other professionals. This is because we want to help ensure that your decisions accommodate your specific needs and goals.
With the future filled with uncertainty, we want to help you gain confidence so you can make important retirement planning decisions that make sense for your situation. Our seasoned staff is ready to offer objective advice and recommendations, leading you through many of the challenges and issues that can get in the way of a successful retirement strategy.
While you're in the process of building wealth (and eventually preserving it), we also help ensure that income-generating potential isn't diminished or destroyed should unanticipated events occur. Our effective suite of services, combined with the know-how of our professionals, can help you devise a plan in the event that a worst-case scenario happens.
Building financial resources is half the battle. It's just as important to keep what you've built, so you have it to draw from when you retire, and to pass on to the next generation. Our team can suggest ways to protect your finances from taxes, meaning you keep more of what you earn, allowing you to pass on more wealth to your beneficiaries.
Perhaps you're enrolled in your employer's defined benefits plan (pension) or defined contribution plan (401(k) or IRA). Or maybe you're self-employed and contribute to a Simplified Employment Plan (SEP). We're happy to sit down and talk with you about how these plans can help with your overall financial strategy, providing suggestions and guidance on how they might fit with your overall financial goals and objectives.
Tax planning services offered by Stortz Financial Group. Tax planning services offered separately from Cetera Advisor Networks LLC, which does not provide tax or legal advice.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
The Stortz Financial team consists of empathetic experts whose sole goal is to ensure your financial security now, in the future, and when you're gone.
We favor a relationship-driven approach, one that allows us to get to know you (and you to know us). This helps us work together to create the best options.
We look forward to getting to know you and helping you on your path to wealth growth and preservation. Call or email to set up your no-obligation consultation.