Cole G. Stichler, CFP(R), President of Stichler Wealth Management, started the firm with a vision and passion for providing realistic, straight forward financial planning and wealth management advice. Our firm strives to provide an experience that is new, enlightening, interactive, and that will always put our clients interests' before our own.
With over a decade of experience in the financial services industry, Cole and our firm can develop a plan that will help give you and your family confidence. Comprehensive Financial Planning is the goal for Cole and our firm to provide to our clients. Retirement Planning, especially, is an area we really emphasize when developing a plan for our clients.
With over a decade of experience in the financial services industry, Cole and our firm can develop a plan that will help give you and your family confidence. Comprehensive Financial Planning is the goal for Cole and our firm to provide to our clients. Retirement Planning, especially, is an area we really emphasize when developing a plan for our clients.
Services
At our firm, we want to make accessing all of your investment information as simple as possible. At Stichler Wealth Management, providing the latest and best in technology to our clients is very important to us. Our client portal becomes the nucleus for our clients' financial lives. View your accounts, whether with us or another financial institution, in one secure place.
SWM Senior Benefits, a division of Stichler Wealth Management, specializes in helping seniors select the most appropriate medicare supplement and prescription drug plans available on the market. In addition to these plans, we offer many more that could be of interest to you. Please contact us to request a quote.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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