Our Services

Stack Financial Group is a full service financial planning firm.  We specialize in financial planning for individuals, as well as small business owners, by helping clients work toward their goals in the areas of:

  • Asset Protection and Risk Management Strategies
  • Retirement Planning
  • Estate Planning
  • College Funding
  • Wealth Accumulation
  • Tax-Efficient Investment Strategies

 

Investments We May Utilize:

  • Stocks
  • Bonds
  • Mutual Funds
  • Traditional and Roth IRAs
  • 401(k) plans, Simple Plans, SEP Plans, Pension Plans
  • 529 College Savings Plans
  • Lump Sum Rollovers
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Annuities
  • Life Insurance
  • and much more...

 

Investment Consulting

  • Existing Portfolio Analysis
  • Review and assess investment objectives and risk tolerance
  • Develop asset-allocation strategy to work towards objectives
  • Design and construct investment portfolios
  • Research and select independent money managers if appropriate
  • Review and report portfolio activity
  • Quarterly performance reports
  • Regular performance reviews

Investment Management

  • Fixed-income portfolios--taxable and tax-exempt
  • Equity portfolios for long term investing

Cash Management

  • Money-market funds with checkwriting

Financial Planning

  • Net Worth Analysis
  • Income-tax and cash-flow analysis
  • Retirement planning
  • Analysis of pension, profit-sharing, and annuities distributions
  • Education planning
  • Periodically review financial plan

Wealth Preservation

  • Review trusts, wills, and insurance needs
  • Valuation and disposition of estate assets
  • Existing insurance policy analysis
  • Execution of stategies in concert with your tax and legal advisors

Retirement Plan Services

  • Pension, profit-sharing, and non-qualified plans
  • Evaluation and amendment of exisiting plans
  • Investment policy statement
  • Investment consulting services
  • Investment management