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THE GOOD LIFE

We'll help you plan for it


Wealth planning & management so you can invest, live, and retire confidently



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Spend time
with family

Winter in a
warmer climate


Travel and
see the world

Maintain
your lifestyle


Enjoy the present

Plan for the future

You have important needs, wants, and wishes for your life, now and in the future. If you’re not sure what to do, or you’re not sure your current plan is the right one, it can leave you wondering: “Will I be ok?”

At Stein Financial Group we believe you should be enjoying each day, doing what you want to be doing, not worrying about the future.

We have experience to give you informed ideas for your money.

MEET WITH AN ADVISOR

The Stein Financial Group

Retirement Success Plan


Discovery Meeting
Find out whether we’re a fit. This no obligation meeting helps us learn about you, who else is important to your planning, your financial status, and your retirement goals.

Solutions & Implementation
We recommend a one-of-a-kind financial plan. You have unique needs and goals, and we make sure you understand the reasons behind our recommendations.

On-going Advising
We continue to work toward the good life. We proactively monitor your investments, adjust your plan as needed, and include regularly scheduled visits so you feel confident along the way.

Get Started Today

MEET WITH AN ADVISOR

Wise financial guidance.

Tailored to your needs.

ABOUT STEIN FINANCIAL GROUP

You’re smart. You know when to seek good advice.

You want an advisor who will guide you toward wise financial decisions and make you feel like there are no dumb questions. Someone who will hear and understand your unique needs, wants, and wishes.

For over 30 years we have been helping people understand how to reach their goals.  We get you organized, ask appropriate questions, and craft custom investment and retirement plans. We are determined to work in a fiduciary capacity at all times, so we always have your best interest at heart.

Get Started Today

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WHAT ARE YOUR CONCERNS?

We serve hundreds of individuals and groups, but our open-door policy means we are always available to answer any questions that come up.

  • Am I going to be ok in retirement?
  • Anxiety about spending money?
  • Insecurity about saving enough?
  • Your money not being as safe as it could be?
  • Your returns not meeting your needs?

Let us help you feel more confident about your retirement.

GET STARTED TODAY

MEET WITH AN ADVISOR

The Stein Financial Group

Commitment to You


Integrity

We always work for your best interests. We recommend investments that fit your individual needs and goals. The world is complicated, and we’ll always give it to you straight. It’s what you deserve and expect.

Stability

In a world of negative headlines and conflicting advice, we take the long view. We distill the noise, provide steady guidance, help you avoid short-term trends, and keep you on track to live the good life in retirement.

Respect

We treat every client as a person, not a number. We answer your call because we respect you and your time. Yes, a real, actual person will talk to you. Your success is our success.


Invest, live and retire confidently

We want to work with you if you are feeling confused about your investments or are in a financial plan that hasn’t been customized for you.


Schedule a one-on-one meeting with one of our advisors today to get started on your unique Success Plan.

Get Started Today

MEET WITH AN ADVISOR

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