Custom Advisory Services

Our goal is to a gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy goals, and tax review needs.  Our services also include insurance planning, long-term care insurance, consulting services, and much more.

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


Professional Money Management

Our team strongly believes in the power of diversification, both in your portfolio and among your decision makers.  We believe that having diversity of thought and ideas is a substantial benefit to you. 

For this reason, we often employ the services of a professional money manager to oversee a particular allocation in the portfolio.  It is our responsibility to oversee how all of our managers collectively fit together. 

Diversification and asset allocation do not ensure a profit or protect against loss.


■ Retirement Planning Strategies

By reviewing your current income sources and assets, we’ll create a plan designed to supply an income stream for you during retirement. 

Stifel’s financial planning software allows us to examine how different market scenarios will impact our clients’ asset level and income stream over time.


■ Wealth Planning

This is a comprehensive review and planning process that addresses your financial needs.  We begin by getting to know you, your family, your career, your hobbies, and other interests, as well as short- and long-term goals. 

Through Stifel’s robust financial planning resources, we’ll work as a team to clearly define those goals and to develop a customized strategy to pursue them.


■ Education Planning

We know from personal experience that funding a child’s college education can be one of the most significant and rewarding expenses of your life.  There are many college savings alternatives, some which provide certain tax advantages. 

We’ll assist you in assessing the various alternatives and establishing a savings plan for providing the needed funds for when the time comes.


■ Cash Management

With Stifel’s cash management services, our clients can effectively manage their assets from their brokerage account and checking account. 

We can help review the strategies you have in place and, if appropriate, share alternatives to consider.