Estate Planning in 2023
Key changes for 2023 to estate planning including gift-giving and taxes, real estate, grantor trusts, organization,
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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
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.
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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