StillWater Financial Advisors

StillWater Financial Advisors
Categories
retirement planning Financial Management investment advisor financial planning
About
At StillWater Financial Advisors we care about more than just the financial success of our clients. We want to work with each person to help ensure that any financial success ultimately leads to living a more fulfilling life, and leaving a meaningful legacy. Money is simply a tool that creates an opportunity for us to see an enhanced quality of life come to fruition. It only achieves its ultimate purpose when it is handled well.
Our Mission is to prioritize our client's purpose & legacy over profit & loss. We exist to meet people where they currently are in life's journey and to help them take positive, intentional next steps towards their hopes & dreams. We always act in the best interests of our advisory clients while adhering to the highest standards of client care, integrity, and professionalism. Our goal is to help clients holistically improve the quality of their lives and feel more confident in their financial future.
We can provide you with the following services:
- Investment Management
- Retirement Planning
- Saving Strategies
- Spending Strategies
- Budgeting and Cash Management
- Goal Creation and Analysis
- Estate and Trust Planning
- Tax Minimization
- Risk Management
- College Planning
- Small Business Needs
- Giving Strategies
- Legacy Planning
- Aging Parent Care
Additional Info
Business Hours : Monday - Thursday 9AM - 6PM, Friday 9AM - 2PM
Membership Type
CorpOne