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It Can Be Fun!

Let's Start Planning

Okay, so the process may not be the fun you’re used to, but it may help you live your dreams!

Here are ways Stifel can help you with your financial planning needs with common questions we hear from our clients:

  1. Wealth Planning and Retirement Planning Services
    • Will I outlive my money in retirement?
    • When do I begin social security?
  2. Investments
    • Are my assets properly allocated?
  3. Estate Planning Strategies
    • What is a trust, and do I need one?
  4. Tax Planning
    • What can I do to lower my tax liability?
    • Do I qualify for a Roth IRA?
    • Should I convert my IRA to a Roth IRA?
  5. Insurance and Risk Management Strategies
    • Do I need life insurance?
    • What is long-term care insurance?
    • Is an annuity right for me?

How much does it cost to work with your team?

While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services.  We pride ourselves on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS.

Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide and to Stifel’s Form CRS.