SPECIALTY PLANNING:

When life changes (both expectantly & unexpectedly) and new alternatives need to be considered, Stearns Financial works with you to help make confident decisions.

Life Transitions may include:

  • Loss of spouse
  • Divorce
  • Change of career
  • Inheritance
  • Retirement and aging (yourself or others)

Questions we help answer:

  • Are my investments set up right?
  • Will I outlive my money?
  • Do I need long-term insurance?
  • Can we pay less taxes?
  • Will my estate plan actually work?
  • Is aging in place or a retirement community better for me?
  • Do my children or grandchildren need a better financial plan?