Your Financial Advisor for

Insurance · Investments · Employee Benefits

We work on behalf of businesses and families to help them meet their financial goals and objectives.  Our goal is to help you to maximize the value and minimize the risk for your assets.  We are committed to keeping you informed and educated with the key information that is beneficial to your financial future and personal well-being.

  

        

                                                  

Stone Financial Group is proud to announce that it has recently been named a 2010 FIVE STAR Wealth Manager (SM)

     

Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

More Newsletters →