Our Mission
We are committed to being your single-source, full-scope financial advisory firm. We look forward to reviewing your overall financial needs and assisting you in accumulating and protecting your assets, as well as consulting with you in order to help you achieve the goal of financial security.
Stambaugh Ness Financial Strategies, is an additional resource available to you. This service is provided in an environment where your individual needs and goals are reviewed by your trusted advisors to develop a comprehensive approach to your financial and investment.
Our Approach
We use the Method 10™ Approach to address the ten key wealth care issues that you and your financial advisor systematically address in order to implement comprehensive financial use solutions.
The Ten Areas of Concern are:
INVESTMENT PLANNING
Integrated Asset Allocation and Portfolio Design
Customized Asset Management Programs
Diversification Strategies
Alternative Investments
TAX PLANNING
INCOME PROTECTION AND ASSET PRESERVATION Long-Term Care
Disability Protection
Income Replacement
Creditor Protection
RETIREMENT PLANNING
IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
BUSINESS PLANNING
ESTATE PLANNING
INSURANCE
EDUCATION PLANING Coverdell Education Savings Accounts
529 College Savings Plans
Uniform Gift to Minors Act/Uniform
Transfer to Minors Act Accounts
Trust Services
DEBT MANAGEMENT
SITUATIONS UNIQUE TO YOU