Whether the objective is to provide security for one’s own retirement or generations to come, Stonebridge can help clients take control of their financial future.

Stonebridge believes that a sound financial plan requires the diversification of assets with the minimization of expenses, taxes, and stress. Planning should start long before retirement so individuals can start the road to financial freedom today.

Whether the objective is to provide security for one’s own retirement or generations to come, Stonebridge can help clients take control of their financial future by understanding their current economic situation, aspirations, and lifestyle. Stonebridge’s financial professionals can create a customized financial plan linked to an individual’s unique situation including detailed projected cash flow so that clients can plan their future accordingly.

Stonebridge’s comprehensive financial planning process is structured into five different segments:

Step 1: Discovery

During the discovery process, Stonebridge financial professionals will listen to client’s unique goals and objectives. The team will collect and review important data, such as investment and insurance statements, tax returns, benefit plans, income statements, expenses, and existing estate structure information to provide a clear picture of each client’s true financial situation.

Step 2: Analysis

Stonebridge develops a draft analysis in order to compare our client’s existing planning with their communicated goals and objectives, and identify opportunities and challenges.

Step 3: Strategy

Stonebridge creates a final plan with specific recommendations designed to meet client’s stated goals. Comprehensive recommendations are made in the areas of:
  • Cash Flow Analysis
  • Distribution Planning
  • Asset Allocation and Investment Recommendations
  • Survivorship Planning
  • Estate Analysis
  • Education Planning
  • Risk Management Assessment
  • Retirement Planning

Step 4: Implementation

Stonebridge guides clients in the execution of the agreed-upon strategy, every step of the way, to help ensure that their financial future is on track.

Step 5: Monitoring

Stonebridge works with clients to monitor their plan, so that when personal changes occur Stonebridge can react proactively and adjust strategies to stay on course.