Thoughtful Planning Often Takes a Backseat to Life,
We’re Here to Help…

In our twenty-five plus years of providing financial services there is one comment we have heard more often than any other, “Sorry, but I just don’t have the money right now”… which fails to realize one thing. That it is never about the size of your wallet.

It is about the desire to create a better tomorrow and maintaining the discipline to follow through. Because no matter how small your financial commitment may seem there is one thing for sure, that over the long term, those well placed dollars will benefit you more than having done nothing at all.

Financial savvy can take a while, but the basics are fairly simple and never change. How you manage, spend, and invest your money can have a profound impact on your life, yet few schools teach these important skills. And, individuals who embark on their own self-directed journey often get overwhelmed by books, software and seminars with limited perspective.

You were probably taught some basic skills growing up, but too many people make it all the way to adulthood without ever learning basic money management. Things like creating a budget, investing and asset allocation, tax planning or using insurance to protect future cash flows are foreign concepts to most. Also, your finances are just as much about psychology, habits and the values you choose to live by… or to put it another way, your mindset matters just as much as the math.

We provide a better way forward through our collaborative retirement-focused service…

By taking a client-centric approach we seek to improve financial security and peace of mind beyond mere performance. Just as one gear needs another gear to work efficiently; we feel financial decisions generally require inputs from, and coordination with, other considerations.

The most important personal finance rules don’t change. What your parents and grandparents did may not work for you. There will always be newer, better tools to manage your money. However, spending less than you earn will always be beneficial. Saving your money is generally better than doing nothing. And planning for the future will always be better than spending your paycheck on goods and services strictly for your personal entertainment.

We all experience the constant pressures of family, career, community responsibilities and personal enrichment. In a world of constant economic, political, and social change consumers engage the guidance of financial professionals to achieve security and independence. Since 1993, we have been committed to the overall benefit of goal-based planning and work to promote public understanding on the value of engaging a professional.

We can help you plan wisely in the following ways, just to name a few…

*Wealth Accumulation
*Maximizing After-Tax Returns
*Post-Retirement Income Planning
*Insurance Needs (Pre and Post-Retirement)

Our program is tailored to each individual and begins with an initial consultation. The process continues through scheduled meetings as we build, work toward and monitor a customized program that helps you comfortably pursue both short and long term financial goals. Additionally, we offer two other programs for your convenience… in-home tax preparation, and if applicable, complete bookkeeping services for home-based business owners at very affordable rates.

** Service Disclosure**
All recommendations assume your willingness
to make the non-investment and/or investment commitments required. Goal-Based Plans are considered living documents, which means they should be periodically reviewed based on updated data and assumptions after various life events have occurred. However, due to the dynamic nature of our economic, investment, insurance, and tax environments, no guarantees or assurances can be given.

The author of this website is registered to transact business in the following states…
New Jersey, Pennsylvania, Delaware and Maryland

non-securities related services provided through
Abacus Personal Finance an Independent Entity Not Owned or Operated by SA Stone Wealth Management
200 Continental Drive Suite 401 Newark, Delaware 19713 (800) 921-1945

securities products and services offered through
SA Stone Wealth Management - 2 Perimeter Park South Ste. 500W Birmingham, AL. 35243 (888) 404-2941
SA Stone Wealth Management Does Not Provide Tax, Legal or Accounting advice
A Registered Broker-Dealer Member FINRA/SIPC

Content was developed from sources believed to be providing accurate information. All content presented on this website is for informational purposes only. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Providing said information does not, in any form, oral, written or otherwise, create, establish or develop a relationship between Abacus Personal Finance or its affiliated third parties with the reader of material presented here.

Products and services available through SA Stone Wealth Management (unless stipulated) are not FDIC insured; not guaranteed by any bank and are subject to risks normally associated with those products or services including the possible loss of the principle amount invested.

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