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Your Best Short Term Strategy is Long Term Thinking

Welcome to STALT Financial

We help you strategically design a financial plan with both your short term and long term goals in mind.

Who We Serve

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Families with Special Needs

We work closely with Special Needs clients to develop personalized strategies that optimize available resources, maximize eligibility for benefits, and create a sustainable financial plan for the future.

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Business Owners

Typically, the last thing on a business owner's mind is their exit strategy. But with proper financial planning, we help business owners avoid common pitfalls and maximize transferrable value both now and in the future.

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Professionals & their Families

We cater specifically to the unique financial needs and goals of individuals in high-income professions and offer comprehensive guidance on managing income, optimizing tax strategies, and building long-term wealth.

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How We Serve You

We take a 360 degree look.

Our philosophy is to take a "gestalt" approach to financial planning. By getting a complete picture of your current position we can help coordinate all the different elements of your plan and optimize your financial resources.

We speak plain language.

Topics of personal finance can cause "information overload". We believe simple language and having a process focused on education fosters trust and empowers our clients to actively participate in shaping their financial future.

We are your collaborative partner.

We are collaborative partners in your financial journey. We offer expertise and objectivity, while you communicate the things that are important. Ultimately, our goal is a strong, successful financial strategy that you feel good about.

Your plan will be personal.

Designing a financial plan is not a "one-size-fits-all" endeavor. By getting to know your values and vision for the future, we can more effectively create highly personalized strategies tailored to your families unique, individual needs.

A Team Approach

Having a team of professionals by your side can make a world of difference when building a financial strategy. Our team brings a diverse range of knowledge to the table, ensuring that no aspect of your financial well-being is overlooked.

In addition to the Stalt team, you gain access to a network of professionals who specialize in areas like taxation, estate planning, economic analysis, special care planning, and more. Collaborative planning can empower you to make informed decisions based on the advice of specialists who can guide you towards financial success.

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