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 three 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 solution options. This effort combines the experienced staff of Stone Financial Group with a diverse range of advisory specialists such as tax advisors, product resources and National Financial Partners Corp's national resources, 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

Once 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 the right questions.

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