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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Don't let procrastination keep you from pursuing your financial dreams and goals.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Read this overview to learn how financial advisors are compensated.
What kind of auto insurance should you have? Do you know?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you have causes that you want to support with donations? Here are three tips.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.