440 East Huntington Drive, Suite 318
We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, goals, and their comfort with investment risk. We then work with clients to help ensure that these investments align with all their other financial considerations.I provide holistic wealth management for individuals by utilizing the following 5 step, client centered process: Discover, Design, Confirm, Implement and Review.
Together we identify and prioritize actionable wealth management opportunities. While they may be categorized in different ways, I have found that breaking the wealth management strategies into the following 10 topics as sufficient and manageable: Investment Planning, Tax Strategies, Credit Management, Insurance Planning, Assisting Others, Executive Planning, Business Ownership, Charitable Giving, Retirement Planning and Estate Planning.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
DMedina@StewFi.com | (888) 478-3934