Wealth Planning
Getting to know you, your family, your career, your hobbies, and other interests, defining short- and long-term goals, and developing personalized strategies to help you pursue them.

Asset Management
Analyzing your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance.

Retirement Planning Strategies
Comprehensively reviewing your savings, investments, Social Security and Medicare benefits, long-term care expenses, and cost of living.

Risk Management Strategies
As licensed insurance professionals, we can provide comprehensive consultation to address your concerns around unforeseen life events, including long-term care insurance and disability insurance.

Education Planning
Identifying potential tax incentives through 529 plans and other Education Savings Accounts.

Legacy Planning
Reviewing and discussing estate planning issues, wills, trusts, and tax-efficient investing strategies by either coordinating with your personal estate and tax planning specialists or providing you with access to Stifel’s Wealth Planning group, which has dedicated professionals in these disciplines to help with your specific estate planning goals.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.