The Stalt Difference

At Stalt Financial, we are committed to the fiduciary standard, which means we are legally and ethically bound to act in your best interest. ​ 🔵 Our financial planners are licensed fiduciaries, dedicated to objective advice. 🔵 We focus on creating strategies that align with your financial well-being. 🔵 We do not promote proprietary funds or products. 🔵 As your financial advocate, our advice is always focused on helping you work toward your financial goals.

We leverage financial planning software to simplify the complexity of your finances into a clear, visual map, helping you understand how your assets, income, and goals are connected. Our AssetMap software: 🔵 Provides clarity on cash flow, assets, and goals at a glance. 🔵 Allows you to test and model financial decisions and goals using 'Target Maps.' 🔵 Offers net worth estimates, a balance sheet, and a financial inventory. 🔵 Tracks beneficiaries (or identifies missing ones) for legacy planning.

We create a personalized strategy tailored to your specific objectives as opposed to a product-first approach that tries to fit you into pre-made solutions. Our focus is to align your plan with your unique goals. 🔵 We don’t fit you into a pre-made plan—we build one that works for your life. 🔵 Whether it’s retirement, education funding, or wealth building, your goals are always the priority. 🔵 Our focus is on strategy, not products, with a plan that adapts as your life evolves. 🔵 We’re here to help you stay on course, keeping you aligned with what matters most to you.

We believe financial products are tools to support your overall plan, not the plan itself. We focus on selecting the right tools based on your comfort and goals, so that products we recommend complement your strategy rather than dictate it. ​ 🔵 As fiduciaries, we are committed to acting in your best interest, without being influenced by compensation for specific products. 🔵 Every recommendation is designed to align with your personal financial objectives and risk tolerance. 🔵 Our fees are clear and not influenced by commissions from specific product sales.