Financial Planning for all ages
Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Insurance & Investments
Stallsmith Financial recognizes that each individual, family, or corporation has unique financial goals, objectives and needs.
We are dedicated to provide your business with customized, carefully designed strategies.
- Profit Sharing
- 401 (k) and SEP and SIMPLE IRA plans
- Tax Reduction Strategies
- Distribution Planning
- Charitable Gift Planning
- Second to Die Insurance Policies
- Long Term Care Insurance
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Traditional and Roth IRA's
- 403 (b) TSA's
- 529 College Savings Plans
- Life Insurance
- Term Insurance
- Variable Universal Life
- Whole Life
- Group Life
- Disability Income Insurance
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
An increasing number have been developed to help individuals with their personal finances.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Do you know where the idea of “retirement” comes from?
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.