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Whether it's a college fund or retirement fun you're saving for, the newly-named Stambaugh Ness Financial Strategies can do just that - help to plan strategies to reach your wealth care goals.
The former SN Advisors, LLP has been serving the financial needs of individuals, businesses and institutions since 1997. According to Jack Armstrong, CPA, CFP®. "Stambaugh Ness Financial Strategies will continue to help clients design a comprehensive, personalized wealth care plan that sets them on the right track towards achieving their goals."
"The name change more accurately reflects what we can do for our clients," Jack notes. "Our financial staff strives to be trusted and consulted advisors - and our strategic planning is based upon a keen understanding of each client's goals and needs. That type of understanding comes only from a trusting professional relationship."
For many clients, Jack adds, the ultimate goal of financial planning is to achieve financial independence, maintain financial security, and leave a legacy for future generations.
"At Stambaugh Ness Financial Strategies, we create customized financial plans that address each client's unique needs and special concerns. We use a specific process to help them define goals, place them in order of importance, and find out what it will take to achieve them."
Stambaugh Ness Financial Strategies offers tax-efficient cash management, wealth creation, and risk management solutions to help make clients' plans a reality. The financial services staff is fully licensed and works hand-in-hand with clients' other professional advisers to complement other plans that may have already been created for estate administration, charitable giving, and business succession.
The financial planning process used by Stambaugh Ness Financial Strategies includes the following:
-- Income Tax Planning
-- Investment Management
-- Retirement Planning
-- Insurance Planning
-- Estate Planning
-- Business Planning
-- Disability and Income Protection
-- Education Planning
-- Situations Unique to Each Client
Securities offered through 1st Global Capital Corp., Member NASD/SIPC. Stambaugh Ness Financial Strategies and 1st Global Capital Corp. are not affiliated.
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any US tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Geneos Wealth Management, Inc is not affiliated with Stambaugh Ness. |
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