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Wherever you are in your financial journey - 

We'll meet you there.

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From Launch to Legacy

You're finding your rhythm, but challenges still exist. You're balancing real-life responsibilities while staying focused on your future.  

 

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  • Investment optimization

  • Tax strategy

  • Education planning

  • Investment optimization

  • Estate & legacy planning

  • Retirement savings

  • Caring for aging parents 

YOUR FOCUS: 

This is the start of your financial journey. The groundwork you establish now plays an essential role in shaping your future.

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  • ​​Budgeting

  • Building Savings

  • Establish Growth Strategy

  • Managing Debt

  • Insurance Planning â€‹â€‹â€‹

  • Setting up "tax buckets"

YOUR FOCUS: 

FOUNDATION
ACCELERATION

It's your time to embrace the next step. You've worked hard to reach this point—now it's time to either relax or dive into a new chapter. 

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  • Maximizing retirement income

  • Tax efficiency

  • Wealth preservation

  • Managing healthcare costs

  • Optimizing charitable giving

  • Social Security Maximization

YOUR FOCUS: 

CULMINATION

Where are you on your financial journey? Foundation, Acceleration, Culmination—or maybe somewhere in between. No matter where you are, we’ll meet you there.

Financial clarity for informed decisions.

We leverage advanced financial technology to provide you with a clear, visual representation of your entire financial picture. This allows you to better understand how the different pieces work together, helping you stay informed and make well-considered financial decisions.

Financial clarity for informed decisions.

You had me at Fiduciary.

Discover what sets us apart—smart, straightforward planning with your best interests at heart.

Cost-Conscious

We focus on low-cost investing strategies designed to help minimize fees and improve efficiency.

Protective Planning

Protecting your wealth is just as important as growing it. We implement comprehensive risk management strategies to help you prepare for life’s uncertainties.

Fiduciary Standard

Stalt is an independent RIA firm, and our advisors are licensed fiduciaries, dedicated to acting in your best interests.

Goals-Based Planning

Financial planning built around your unique goals, evolving as your life changes to keep you on track.

Tax Awareness

We design your investment plan with a focus on tax efficiency, helping you keep more of what you earn.

Objectivity

Money can be emotional—we're here to help you stay focused on your goals. With clear, objective advice, we guide you in planning for both your short- and long-term needs.

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