Stone Financial Group

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.

 

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →