Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out. This article offers a strategy that may help address sequence risk - the danger of poor investment performance at the outset of retirement. Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Chris began his investment industry career in 1990. Over the years, he has guided individuals, families, businesses, and institutions through challenging and rewarding market cycles. As lead financial advisor, he implements the team's asset allocation strategies through customized portfolios that reflect his clients' goals.
We understand that your goals are a combination of financial needs and desired quality of life outcomes. Many of our clients are not only interested in identifying their goals, but also the best way to get there. That's why we position ourselves to learn as much as we can about the motivating factors driving your financial decisions.
We deliver customized, client-centric guidance, sensitive to your individual needs and unique circumstances, such as tax efficiency, concentrated positions, and other portfolio constraints. We believe in a balanced approach to investing and use multiple asset classes and management styles to help diversify portfolios and mitigate risk.
Stifel's banking and lending services are provided by Stifel Bank and Stifel Bank & Trust. Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).
We begin each relationship with a conversation and welcome you to drive the meeting with your questions and concerns. Whether you are an experienced or novice investor, we want to understand your needs and how we can help you pursue your objectives.
After we learn how you approach investment decisions and define your goals, we will help you build a purpose-driven investment strategy that we will periodically review and adjust as needed after discussing it with you.Our six-step process helps clients understand how to coordinate the use of expected income streams and accumulated assets to fund goals and helps us recommend investments and provide guidance tailored to your needs.
After we learn how you approach investment decisions and define your goals, we will help you build a purpose-driven investment strategy that we will periodically review and adjust as needed after discussing it with you.Our six-step process helps clients understand how to coordinate the use of expected income streams and accumulated assets to fund goals and helps us recommend investments and provide guidance tailored to your needs.
Reviews (1)
Ashley Westfall
Jan 25, 2020
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We just started exploring our options with investing and retirement planning. By far the experience at this Stifel location has been the best. The staff is welcoming, and extremely knowledgeable. Their partners really care about their clients investment and experience and go above and beyond to get the right product to meet your needs while educating you about what they are providing.
