We believe an enjoyable and lasting retirement is dependent on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.
Legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or a charity, or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s work with others.
We can’t make your tax bill disappear, but we can review your assets and see if strategies to reduce taxes would apply to your retirement income situation. Every dollar saved today can work for you in retirement.
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life insurance, long-term care or disability insurance, or even an annuity --- insurance can provide resources when most needed.
It can be difficult to know how your benefits and defined benefit pension will align with your other assets and Social Security in retirement. Stover Financial Services can review what is in place and see if all income streams will work together to support your goals.
