Our Focused Services
Recently retired or changed jobs? We can help you explore all your options for your retirement plan funds, as careful consideration must be given to a number of factors before making any decisions. You have access to seasoned investment professionals and all the resources of one of the nation’s leading investment firms.
Retirement Planning Strategies
Are you on track for your retirement goals? Worried if you will have enough income to last your lifetime? What if the market drops? Could you still retire with your desired lifestyle? We’ll assist you in understanding where you are today, what will be required for retirement, and what you will need to do between now and then. The time to create a retirement plan is well before your retirement date!
Multigenerational Wealth Strategies
Do you have significant income or have received a sudden windfall? We can help you as you seek to grow and implement risk management strategies to your wealth to help ensure it lasts for generations to come. Some financial situations are more complicated than others. We have the resources of Stifel Trust Company (for managing trusts), Stifel Bank (full banking and lending capabilities), a nationally recognized equity research department, and highly knowledgeable wealth planning professionals. For more complicated situations, our team can utilize the full breadth of our firm’s capabilities to help manage your generational wealth.
Individual Retirement Accounts
Do you need to save for retirement but aren't sure where to start, how much risk you should take, or where you should invest? We have helped clients save, invest, and prepare for their retirement.
General Investment Accounts/Portfolio Assessments
The world of investments is vast and confusing. Stocks, bonds, mutual funds, exchange traded funds (ETFs), options, and annuities – what is the right investment for you? We help our clients navigate these waters and guide them as their lives and the markets change.
SEP and SIMPLE Plans
Are you a small business owner/sole proprietor? You could be saving for yourself and/or your employees in retirement plans designed just for you. We help business owners decide the most cost-effective plan for their needs and how to save the most for their retirement.
Education Planning
Do you have kids and/or grandkids that you would like to help send to college? Thinking about just a regular savings account? There are many college savings alternatives, some which provide certain tax advantages. We’ll assist you in assessing the various alternatives and establishing a savings plan for providing the needed funds for when the time comes.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.