Stifel offers a comprehensive range of retirement planning services to help you save for your retirement years. Whether you are early in your career or actively contemplating retirement, it’s never too late to put a plan of action into place in order to prepare for the years when you will no longer be receiving a steady paycheck. Let our team help you find the right plan and investments to help you with your retirement goals.

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Education Planning

We develop strategies for the many ways to save for a child’s education, including 529 college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA Accounts.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best way to accumulate, preserve, and pass your wealth by implementing a plan designed to meet all of your objectives. A carefully prepared estate planning strategy can help you address lifetime management issues and ensure you are prepared to meet with an estate planning attorney.

Social Security

When it comes to Social Security, the right planning can pay off. We are equipped to help you take full advantage of your retirement benefits through a personalized Social Security Optimization Report. The report shows an optimal strategy for claiming Social Security benefits in order to maximize lifetime benefits. The optimal strategy can be compared to other strategies that may be under consideration, providing the information needed to make an informed decision.

Assistance With Outside Investments

We offer comprehensive, strategic guidance designed to help you grow and preserve your wealth across generations. At Stifel, we have access to robust product support, manager research and selection, portfolio constructions through advisory services, and cutting-edge technology. We strive to deliver the top-tier service you deserve by coupling the resources of firm with the knowledge of our financial advisors.

Life Insurance

Life insurance can be an effective tool for addressing certain estate planning situations and protecting your loved ones. Individuals have the opportunity to use life insurance to ensure a more equitable division of shares for beneficiaries and create liquidity to address potential estate tax exposure.

Investors should consider carefully the investment objectives, risks, and charges and expenses associated with a 529 plan before investing or sending money. The official program offering statement, which includes information on municipal fund securities, is available from your Financial Advisor and should be read carefully before investing. The value of a 529 account may fluctuate, and there is no guarantee that any investment portfolio will achieve the stated goal. Your investment may be worth more or less than its original value.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.