At Statera Financial, we are dedicated to helping you meet your financial goals so you can be better prepared for life's uncertainties. We assist you in making good financial decisions by sharing our knowledge and expertise in financial planning, insurance, investments and retirement products. At Statera Financial, Financial planning starts with listening to our clients' needs and goals.
Our clients come to us at all stages of life. Whether it is planning to pay for college, getting through a divorce, or setting the stage for retirement, a financial plan is essential. At Statera Financial, we take a holistic approach as we understand how each decision effects the other aspects of our client's financial picture.
Our clients come to us at all stages of life. Whether it is planning to pay for college, getting through a divorce, or setting the stage for retirement, a financial plan is essential. At Statera Financial, we take a holistic approach as we understand how each decision effects the other aspects of our client's financial picture.
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Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.Contact me to discuss your financial future.
Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.Contact me to discuss your financial future.
At Statera Financial, we are here to prepare your financial plan no matter what stage of life you are at. We understand that life is constantly changing, and your financial plan should have the flexibility to support your unique situation.
You may be preparing for the college years, have recently gone through a divorce, or are a few years away from retirement, the Advisors at Statera Financial will be consistent on preparing a financial plan for you.At Statera Financial we will work with you in whatever way is best for you. You may be a person who enjoys working and managing your own financial plan.
You may be preparing for the college years, have recently gone through a divorce, or are a few years away from retirement, the Advisors at Statera Financial will be consistent on preparing a financial plan for you.At Statera Financial we will work with you in whatever way is best for you. You may be a person who enjoys working and managing your own financial plan.
At Statera Financial we help our clients by developing personalized investment strategies that are consistent with our client's long-term goals, tolerances, and timeline. We provide portfolio management, rebalancing, and ongoing monitoring and reporting. In most cases, the overall purpose of investment management is to establish and increase one's net worth through carefully planned financial decisions.
At Statera Financial we feel the basis of a sound financial plan is to protect the assets you already have in place. These assets can be protected with Life, Disability Income, and Long-Term Care Insurance. At Statera we work with multiple insurance carriers. Some of the companies we work with include: Nationwide, Lafayette Life, Ohio National, Banner Life, Minnesota Life, Mutual of Omaha, and others.
A SPIA is a contract with an insurance company where you give them a lump sum of money, and the insurance company pays you a set amount every month for the rest of your life. This ensures you'll never run out of money, and can be a useful part of a retirement plan for just about everyone. A deferred income annuity sometimes referred to as a longevity annuity is a contract between you and an insurance company.
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