How We Do Financial and Estate planning
How we assist clients with retirement planning
We provide a complete range of services
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!