GOOD LIFE PLANNING
with Stein Financial group
It's a subscription based service structured to meet the individual needs of each client. Choose from the Silver tier, Gold Tier, or Diamond Tier each with more added value to you and more exposure to us to help you work toward your financial goals.
With any new product, there are bound to be questions.
Here are some answers.
Q: Why is this important for me?
A: We believe we can help you live a better life. The greatest compliment we can receive, at the end of a email, phone call, or live meeting, is "I feel so much better". Good decisions happen when experience and knowledge meets opportunity. Good advice doesn't have to be intimidating. We believe the key to financial success is to create a plan that fits YOUR needs. Finances are complicated, life is too, but we can help you make good financial decisions that allow you to worry less, and live better.
Q: Can you tell me a little bit more about the "personal financial homepage"?
A: Of course! Simply put, eMoney is where you'll be logging in to check on how we're doing. You can see your account values, holdings, and even your financial plan, all updated in real time and accessible from any device with an internet connection.
Q: What is the difference between basic and comprehensive investment analysis?
A: With a basic analysis, we'll be able to tell you if you're pointed in the right direction for YOUR goals, whether that be saving for retirement, enjoying that retirement, or leaving a legacy for the next generations. We'll tell you where you're at and how the numbers look, good or not so good.
Comprehensive investment analysis will involve us taking a deep dive into your total financial life. Here's where we get under the hood and really fine tune your strategy so you can help you make more, and feel more comfortable about your financial future. We'll walk you through every step of the journey from concern to confidence.
Q: How long is my subscription service valid for?
A: Subscriptions are paid monthly or annually, and will be annually renewed unless you decide to cancel your subscription.
Q: What kind of events and workshops are included?
A: Our events and workshops are designed to get you real, face-to-face time with industry experts who can answeryour questions and concerns about pertinent and interesting topics that you want to come learn about.
Our event ideas are based on feedback we get from our clients and what interests them. From sporting events to cooking classes, we're excited to bring fun activities to our valued clients.
Q: How can I tell if my tax situation requires basic or comprehensive attention?
A: Most tax situations will only require a basic review but if you are a business owner, have complex charitable donation strategies or would like to you may need some extra care. Give us a call and we can help you decide which level of service will suit your financial needs best.*
Q: I'm sure I'll love this, but in case I don't, how do I cancel my subscription?
A: We are confident that we will demonstrate our value to you, but if you're not satisfied for any reason, let us know. We make it easy to stop and start, should the need arise.
Q: Where can I find out more about Stein Financial Group?
A: We appreciate your interest! We've been a full service financial services company for over 25 years now, and you can find out all about us here.
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.