Financial and Retirement Planning

A Balanced Approach to a Secure Future

Why Statera FinancialNew Window

Because we treat you and your goals like they are ours.
We want to give you confidence and clarity so you can spend time doing the things that are most important to you, and not worry about your financial future.

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Free Retirement Checkup

Let our experts review your retirement plan.

Retirement Planning Case Studies

Nearing Retirement

Elizabeth Nearing Retirement AGE: 56 PROFESSION: Project Manager PRIMARY GOAL: Consolidate investment accounts, reduce taxes, create a reliable retirement income stream. After accumulating wealth working for 7 different companies, Elizabeth was ready to think about retirement. She currently holds a variety of investment accounts, including …

Divorcee Case Study

Recently Divorced

Maureen Recently Divorced AGE: 65 PROFESSION: Retired PRIMARY GOAL: Understand the dynamics of the family finances before the divorce. Educated herself on the investments that she now has. Learn what financial responsibilities she will have from this point on. Maureen was married for over 30 years and …

Retired

Angela & Brad Retired AGE: 66 & 65 PRIMARY GOAL: Reduce taxes, realign investments, and create a reliable income stream in retirement. Angela and Brad recently retired from successful careers and have lots of plans for the future. They want to ensure that their retirement …

Retirement Income Planning

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Retirement is not an event but a process. We will guide you through whether you are retired or are still 10 years away, we will prepare and help you through the process.

Financial and Investment Planning

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Working with our partners we will create a unique investment strategy designed for you. It may be growth or income you desire and we have solutions for both.

Medicare Planning

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Health Care may be your #1 expense in retirement. We are independent Medicare specialists who will educate and help determine the best Medicare plan for you.

Insurance Solutions

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Protecting your assets is a high priority for us. Insurance is a way to leverage this protection. We are able to guide you through any Life, Disability or Long Term Care Insurance questions or needs that you have.