EMPOWERING YOUR PURPOSEFUL LIFE
GUIDING YOU THROUGH FINANCIAL CONFIDENCE AND CLARITY
Stearns Financial is an investment management firm that understands wealth management is more than protecting and growing your wealth – it is a vehicle to help you achieve your life goals. We can help you clarify and implement your goals, so you get the most from life.
WE ARE A FIDUCIARY FIRM; WE ARE COMMITTED TO ALWAYS PLACE YOUR INTERESTS BEFORE OUR OWN.
As your trusted confidante, we will listen, help you identify solutions and coordinate with your tax and legal counsel to help ensure that all your decisions enhance your life vision.
We provide individual services for:
Generational Wealth
Emerging Affluent
Women in Transition
Business Leaders
We have experience in:
Intelligent Aging
Life Transitions
Divorce Planning
Business Succession
WE DELIVER
Impartial advice
Our financial advice is based solely on each client’s goals and objectives. We are a fee-only group and do not make a commission on any of our financial suggestions. Our sole interest is our clients’ success.
Experienced professionals
Our team is made up of seasoned professionals focused on investment trends, business transitions, financial needs of our clients, scenario planning, and intelligent aging.
Satisfaction
The majority of our new clients come from existing clients and our professional network referrals.
DISCOVER
About You
About Us
Our Tools
Our Process
ANALYZE: Financial Planning
Financial Independence RoadMap℠
Multiple Scenarios designed to achieve your financial goals
Cash Flow and Net Worth Planning
Enhanced Ability to live your desired lifestyle
ANALYZE: Investment Management
Globally Diversified Strategy designed to help you achieve your goals with lower volatility
Risk Level appropriate for your goals and disposition
Ongoing Tactical Adjustment
ENHANCE
Actively Monitor your financial progress
Provide Ongoing Plan Updates through life changes