How I Help

Complete Financial Planning & Investment Management Services

No matter what stage of your life or your career, it’s never too early — or too late — to look at your investment strategy and long-term financial plan.

Comprehensive Financial Planning

Comprehensive Financial PlanningStoffer Wealth Advisors offers hourly fee-only financial planning for clients in a range of situations. Do you have enough money to retire? That is the main question we help to answer. But, retirement planning has so many moving parts; Social Security, investments, inflation, health care costs, taxes and your estate plan. Having one person pulling together all these disparate pieces into one comprehensive plan is incredibly powerful in helping you to feel more confident and at ease about the future!

Key areas of focus:

  • Spending and savings plans
  • Retirement projections
  • Investment analysis and strategy
  • Social Security planning
  • Risk management and insurance analysis
  • Health care expenses and long-term care needs
  • Employee benefits/stock options
  • Charitable giving

For comprehensive planning, each situation is unique. However, the overall process will help you define solid answers to a number of common questions regarding your financial resources, investment options, and progress towards your long-term goals.

Comprehensive plans start at $2,500 and generally range up to $5,000. For limited and very specific issues, hourly fee-only planning is also available. For questions or to schedule your initial appointment, contact Stoffer Wealth Advisors today.

Investment Management

With over 22 years of institutional investment and portfolio management experience, Stoffer Wealth Advisors provides the expertise to help you feel confident about your investments and long-term financial prospects.  This process works best with a financial plan but it is not required. We create an Investment Policy Statement which outlines how your assets will be invested and why. It is the roadmap to your investment success. We help you to take only the risks necessary to achieve your investment goals. Your portfolio will be based upon solid principles of investment management: global diversification, prudent asset allocation and investment selection combined with periodic rebalancing.

Investing is a dynamic process, and should your goals or life circumstance change, policies can be altered.

Investment management services vary based on portfolio size starting at a minimum fee of $2,000/year for a $200,000 portfolio. The fee schedule is as follows:

  • 1% for accounts up to $1,000,000
  • .75% on the next $1,000,000 (up to $2,000,000)
  • .60% on the next $3,000,000
  • .40% above $5,000,000

Stoffer Wealth Advisors provides quarterly reports and a year-end report to ensure that clients stay up to date on their investment performance and options.

To schedule your initial consultation, contact Stoffer Wealth Advisors today.

Before your first appointment, please fill out my First Meeting Questionnaire.

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