Don’t navigate this major
life transition alone.
Financial Independence was a long-term goal and now that it’s on the horizon, you need a partner who can guide you through the process. Stabler Wealth Management has been helping professionals prepare for a flexible future for over 35 years.
We create a personalized investment strategy for each of our clients specific to their circumstances and financial goals. This tailored holistic approach considers each client’s time horizon, liquidity needs, risk tolerance, and tax status.
Once established, your Stabler Wealth Management team will implement and oversee this strategy, regularly engaging with you to ensure your investment portfolio continues to effectively serve you.
Navigating your retirement timeline and benefits package are some of the most important financial decisions you’ll make in your lifetime. At Stabler Wealth Management, we create a personalized financial plan for each client to assist them in making these pivotal financial decisions.
Once established, your Stabler Wealth Management team will implement and oversee this strategy, regularly engaging with you to ensure your investment portfolio continues to effectively serve you.
Unnecessary tax burdens can significantly impact your long-term wealth. By evaluating tax reduction strategies, our team proactively seeks out opportunities to maximize your tax savings. We are also available to work with your tax preparer to review and implement suggested strategies. This streamlines the flow of information and minimizes the time required for you to search for your tax forms.
Once established, your Stabler Wealth Management team will implement and oversee this strategy, regularly engaging with you to ensure your investment portfolio continues to effectively serve you.
The goal of estate planning is to ensure your wealth is effectively transferred as you intend. We review your estate plan with you and work with your estate attorney to streamline the flow of information.
Once established, your Stabler Wealth Management team will implement and oversee this strategy, regularly engaging with you to ensure your investment portfolio continues to effectively serve you.
After a lifetime of hard work building your asset portfolio, safeguarding your earnings is paramount. Our team will assess your insurance policies to ensure they are cost-effective and offer optimal protection.
Once established, your Stabler Wealth Management team will implement and oversee this strategy, regularly engaging with you to ensure your investment portfolio continues to effectively serve you.
We Make it Easy
Establish
Your Destination
Understanding how we can help you is at the core of what we do. In our first meeting, we spend time learning how you envision your next phase, understanding your goals, and gathering data on your current financial picture. Establishing your destination upfront allows us to create a clear roadmap to help get you there.
Chart
Your Course
With your destination in mind, we analyze your current financial snapshot and create an in-depth financial plan. Your personal plan is built around your financial goals and includes a checklist of clear, actionable steps that aim to help you achieve them.
Move Ahead With
Certainty
Life changes and your financial plan needs to evolve accordingly. We meet with you regularly to ensure your financial strategy remains aligned with current goals and needs – whether that’s transitioning to retirement, purchasing a vacation home, or helping your grandchildren save for college.
We want your next chapter to be exactly how you envision it.
Whether you want to take early retirement or start a second career, we can help to ensure you have the financial flexibility to pursue your goals. Start by reading our latest blog post.
Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
2024 Tax Update: Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024
Certified Financial Planner
In Business 35+ Years
Microsoft Specialists
1st Quarter 2024 Quarterly Compass Economic Update