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Jonathan
Stearns has been my Financial Advisor
for several years. His advice has been
thoughtful and tailored to my best
interests. He is conscientious about
returning calls which I find extremely
helpful. He is realistic in
understanding the Market Place. It is a
pleasure to be his client. |
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Ms. Robbins,
Retired |
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Our
objective is to help our clients achieve
and maintain their financial well being.
Through implementing our
five
step financial planning process we
get to know our clients on a personal
level so we can help them achieve their
most important goals. Through ongoing
face to face quarterly meetings with our
clients, we stay attuned to their life
changes so we can better serve their
needs.
Our financial planning process
considers:
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Current income and
expenses
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Current debt
obligations
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Asset allocation and
investment management
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Risk management /
insurance options
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Taxes
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Real estate
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Retirement planning
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College savings
planning
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Estate planning
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Charitable giving
planning
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Business continuation
planning
Stearns
Wealth Management LLC
Five Step
Financial Planning Process:
(1) Where are you today?
(2) Where do you want to be in
1-5-10-15-20 years?
(3) What can we do to achieve your
goals?
(4) Financial plan selection and
implementation
(5) Review and monitor our plan
Request Information
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We Also Provide These Following
Services. |
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Asset Management
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Risk Management |
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Estate Planning |
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Education Planning |
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Investments Offered |
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