Broker Check

1158 Pittsburgh Road
Suite 102
Valencia, PA 16059

Mark Stallsmith

724-898-3003

 
Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

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.

   The Road to Success is Always Under Construction ~ Arnold Palmer

                              

Insurance & Investments

Stallsmith Financial recognizes that each individual, family, or corporation has unique financial goals, objectives and needs. 

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Business Planning

We are dedicated to provide your business with customized, carefully designed strategies.

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About Us

View our Qualifications. 

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Business Planning

  • Pension
  • Profit Sharing
  • 401 (k) and SEP and SIMPLE IRA plans

Estate Planning

  • Tax Reduction Strategies
  • Distribution Planning
  • Charitable Gift Planning
  • Second to Die Insurance Policies
  • Long Term Care Insurance

Investments

  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Traditional and Roth IRA's
  • 403 (b) TSA's
  • 529 College Savings Plans

Insurance

  • Life Insurance
  • Term Insurance
  • Variable Universal Life
  • Whole Life
  • Group Life
  • Disability Income Insurance

Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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