While these are just some of the questions we will address during our consultations, our process involves a comprehensive review of your finances and wealth management plan to help ensure continuity throughout your life. The goal is to identify any current or future financial gaps and develop creative strategies to fill those gaps. To do this, we will coordinate with your tax and legal advisors to ensure due diligence and best practices are maintained throughout our relationship.
Services
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
As Stifel Financial Advisors, The Elrod, Jones & Lawrence Financial Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
Your plan should reflect your personal goals, and our process is designed to do just that. As local residents, we recognize that many of our neighbors are nearing or well into their retirement years. While many of our clients fall into this retirement category, we also serve a variety of small businesses, such as health care professionals, CPAs, and attorneys.
Stifel's intellectual capital is among the most respected in the industry. Below are just a few of the talented individuals who assist us in developing comprehensive wealth management strategies for our clients. Michael leads the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel's Private Client Group.
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
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Suzette Lundy
Oct 29, 2021
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