How we work at Stone Financial Group: The Decision Process

We believe our job as financial professionals is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for clients. Our work covers several phases.

1. Development phase

In the Development phase our local and national design teams work together with clients' decision-making team to gather data, isolate and quantify potential problems, and explore possible solutions. This effort combines the experienced staff of Stone Financial Group with a diverse range of advisory specialists and product resources from National Financial Partners (NFP), including:

• Plan design specialists
• Product and product source analysts
• Legal and accounting specialists
• Investment analysts and asset managers
• Corporate and private banking specialists
• Actuarial experts
• Trust services providers
• Insurance product providers

2. Implementation phase

After our development team recommends solution alternatives, we perform a final analysis on the financial products that fit the plan parameters. Meanwhile, we coordinate with clients' legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.

3. Management phase

 Once decision consensus has been reached, the plan moves into the Management phase. That is when we secure the necessary service agreements to monitor the results of the plan and respond to ongoing needs. We want you to feel assured that we can help you with both your short-term and long-term financial goals.  

The decision process begins with asking the right questions about your:

• Executive benefits strategies
• Corporate contingency strategies
• Employee benefits strategies
• Retirement plan strategies 
• Family business strategies
• Personal financial strategies
• Legacy planning strategies

This site is published for residents of the United States only.  Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000