Financial Planning


How We Do Financial and Estate planning

We work with financial planners and attorneys to help our clients plan for
their current and future needs. We provide consulting on with educational needs, personal financing needs retirement and ultimately estate planning needs. We pride ourselves on being a firm that assists its clients from cradle to grave.

How we assist clients with retirement planning

Financial security begins by building a plan you can trust. Your financial goals are unique. At Stamos and Stamos we work with several financial professionals and institutions to insure that the best
strategies and investment solutions are implemented to help our clients achieve their goals.

We Provide A Complete Range Of Services

We have strong relationships with professionals such as CFP’s, insurance brokers, banks, real estate professionals and attorneys. These relationships provide our clients access to a complete range of services. It’s your unique journey. We help craft the plan!

How We assist clients with the establishment of the correct benefit plan

Benefit packages can be confusing. Choosing the right one for you, your family and your staff is often a complex process. Stamos and Stamos can guide you through the process of developing and implementing the right plan. We assist our clients and their financial planners to choose the correct health plans, 401k, profit sharing plans and a whole lot more. We will guide you through this process as your business grows. A well designed and implemented employee benefit package can provide tax advantages and rewards your staff as business goals are reached and exceeded!

The Importance of budgeting

The importance of making a budget is a financial lesson that cannot be overemphasized. If your business and/or family want financial security, following a budget is key to success.

how we assist with budgeting

A budget is simply a spending plan that takes into account both current and future income and expenses. We work with our clients to organize their resources and obligations. In doing this the client can implement the most effective budget. Once the budget is established, the client can better keep their spending in check. Retirement planning and ultimately saving can be achieved. We are there for our clients with every step of the process.

We have saved our clients millions of dollars & thousands of hours of frustration

Let us be your Outsourced CFO. We will create a better accounting system with usable dynamic information that not only helps you run your business with ease but increases your profits!

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