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 Joe Stone has recently been named a 2010 FIVE STAR Wealth Manager (SM)

     

Take a look at these great tools to help you plan for the future

 

 

 
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

IRA Eligibility

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

More Newsletters →