When life changes (both expectantly & unexpectedly) and new alternatives need to be considered, Stearns Financial works with you to help make confident decisions.
Loss of spouse
Divorce
Change of career
Inheritance
Retirement and aging (yourself or others)
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?