We are an active financial planning firm that consults on ALL aspects of finance. Whether it's employee benefits, understanding tax planning, college planning, insurance, retirement planning, or advanced estate planning we have unique skill sets and experts in all areas to collaborate and provide the best possible solutions to our clients. We provide a simple fee structure for our advisory and financial planning clients that is competitive and efficient. Come check us out!
Mr. Stone is a registered representative with and securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice offered through Secura Financial, LLC, a registered investment advisor. Secura Financial, LLC is a separate entity from CCS.
One of my favorite aspects of financial planning is getting to see all the different approaches and comfort levels that people have with money. I enjoy helping people feel more comfortable towards investing, saving and making money work for them in as optimal a way as possible. Minor changes can lead to significant long term benefits at almost any stage.
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The initial consultation is free to help us understand your situation. From there we have a planning agreement that contractually binds us to deliver on what we promise. Financial planning clients will have 3-4 meetings to build a personal financial plan and explore the different ways that we can help clients achieve their goals.
Certified Financial Planner
Certified Private Wealth Advisor
Masters in Financial Planning
Accredited Estate Planner
Certified Exit Planner
Chartered Life Underwriter