We believe that a well-developed yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing. This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk. Estimate the future cost of an item based on today's prices and the rate of inflation you expect. Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk. Estimate the future cost of an item based on today's prices and the rate of inflation you expect. Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Services
Wayne began his investment industry career in 1981 and joined Stifel in 2000. Over the years, he has guided individuals, families, businesses, and institutions through challenging and rewarding market cycles. He leads the team in maintaining an outstanding level of service, providing guidance to his associates and clients alike.
We provide goal-oriented investment outcomes based upon the wants and needs of our clients. No individual or family is exactly alike when it comes to what's important to them; why should their investment portfolios look exactly alike? In our experience, a majority of "planning" advisors will ask you about your investments and resources, then tell you what you can do with it or how much you can spend.
Our diverse experience in our teams' background is reflected in the diversity of the clients we serve. Regardless of socioeconomical or level of familiarity with investing, everyone needs a solid financial plan. Working closely with Stifel's financial planning professionals, we are able to provide robust financial planning services that help clients connect their portfolio strategy with their goals.
You can expect an open, candid, and honest line of communication from day one. You can expect that we need you to understand what processes we are using to help you pursue your goals, how we are implementing them, but most importantly, why we make the recommendations that we do. Developing a living, breathing financial plan is the crux of our service model.
We let the client drive performance updates. Stifel's outstanding technology platform allows us to provide reports as often as the client desires. Our clients will get at least an annual face-to-face meeting, if geography allows. We have clients in several states throughout the country, but with the availability of WebEx, personal communication is as flexible as needed.
