Stein Financial Group

Stein Financial Group is a wealth planning and management firm dedicated to helping you invest, live, and retire with confidence. Our mission is to empower our clients to lead fulfilling lives by providing them with personalized financial planning and management services. With over three decades of experience, we have established a reputation for being trustworthy, knowledgeable, and reliable financial advisors who put our clients' best interests first.

Our Team

Our team of experienced financial advisors is committed to providing exceptional service and delivering customized solutions that align with our clients' unique goals and needs. We take pride in our ability to simplify complex financial topics and offer transparent and open communication to help our clients make informed decisions. Our team includes pension plan specialists who have extensive knowledge of government employees' pension plans, PERA, 403b, and 457 accounts.

Who We Serve

We serve a diverse range of clients, from individuals and families to small businesses and non-profit organizations. Our clients value our expertise, integrity, and commitment to helping them achieve their financial goals. We have particular experience working with public employees and help them navigate the unique challenges of retirement planning.

What We Do

We offer a comprehensive range of financial planning and management services tailored to our clients' specific needs and goals. Here are some of the services we provide:

• Financial Planning: We offer comprehensive financial planning services that help our clients create a roadmap toward their financial goals. Our financial planning process includes analyzing our clients' current financial situation, identifying their financial objectives, creating a personalized plan, and monitoring progress toward those goals.
• Retirement Planning: We help our clients plan and prepare for retirement by providing them with strategies to maximize their retirement savings and ensure their income lasts throughout their retirement years.
• Investment Management: We provide investment management services that help our clients grow and protect their wealth. Our investment strategies are tailored to our clients' individual needs and risk tolerance, and we use a disciplined approach to ensure our clients' investments align with their goals.
• Tax Planning: We help our clients minimize their tax liability by providing them with tax planning strategies that align with their overall financial plan.
• Estate Planning: We help our clients protect their legacy by providing them with estate planning services that ensure their assets are distributed according to their wishes.

Resources

We believe in the importance of financial literacy and offer a range of resources to help our clients increase their financial knowledge. Our monthly newsletter, Good Life Newsletter, provides insights and practical advice on various financial topics. We also offer a downloadable financial planning workbook and a variety of other resources to help our clients stay informed and make informed financial decisions.

The Good Life Program

At Stein Financial Group, we are committed to providing exceptional service and delivering personalized financial planning and management services. Our unique approach, the Good Life Program, is designed to increase our clients' financial literacy, provide them with transparency and interactive client portals, and answer tough questions they may have about their retirement and financial plan. We provide one-of-a-kind financial planning, ongoing advising, and regular check-ins to ensure our clients feel confident about their financial future.

At Stein Financial Group, we are committed to helping our clients lead fulfilling lives by providing them with personalized financial planning and management services. With our experience, expertise, and commitment to our clients' best interests, we are confident that we can help you achieve your financial goals and lead the Good Life.