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.
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
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn when it may not make sense to file a claim on your home insurance.
A letter of instruction provides additional and more personal information regarding your estate.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do you know where the idea of “retirement” comes from?
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
That big list of dreams and goals isn't the only way to look at your bucket list.
Understanding the cycle of investing may help you avoid easy pitfalls.