Stoneway Financial provides clients with transparency, trust and results.
- Financial Planning
- Wealth Preservation
- High Net Worth Investing
- Tax & Estate Planning
At Stoneway we help our clients eliminate worry with a financial plan built for all market conditions. Our approach is holistic in nature and we truly want to understand your financial situation, risk tolerance, and retirement goals.
Attend an educational webinar or schedule a call to learn more.
Our Services
Retirement Income Planning
Planning for retirement income through wise investing and financial management.
Strategize prior to retirement by making wise investments and handling finances properly to have consistent streams of income when you need them the most.
High Net Worth Investing
Wealth management for individuals with tailored financial strategies to optimize returns and mitigate risks.
Our team of experts can develop a customized asset allocation plan tailored to your goals and risk tolerance. We analyze your holdings, investment horizon and market trends to ensure the best investment options for you.
Volatility Protection Strategy
Shield investments from market volatility and mitigate potential losses
Our volatility protection strategies protect against significant short-term investment losses while achieving inflation-beating real returns over the medium to long term.
Maximize Social Security
Plan smart and plan ahead to maximize social security benefits in retirement.
It's critical to have a solid strategy in place to ensure you get the most out of your Social Security benefits. The decision of when and how to claim your benefits can be a complex one, and it's essential to weigh all of your options carefully.
Tax & Estate Planning
Minimize tax liabilities and optimize financial decisions. Proactively manage asset distribution according to your wishes.
Our team will strategize to minimize your tax liabilities and optimize financial decisions proactively. Estate planning is another important component of any tax plan.
Risk Management Review
Review of your insurance policies to make sure they match current needs and goals.
Periodical review of insurance coverages is crucial to ensure that what you have aligns with your current needs and priorities. This is important, especially if its been 5+ years since you obtained coverage.
Our Team of Experts
Stoneway has assembled a team of highly skilled specialists who are experts within each category of financial planning. Our team doesn’t believe in a one-size-fits-all approach to financial planning. We take the time to get to know you and your financial situation intimately so that we can provide personalized solutions that are tailored specifically to meet your needs.
Rest assured that our team will actively manage your plan and make any necessary adjustments to ensure that you continue to prosper through your retirement years.
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