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Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are concerned about economic conditions affecting their ability to have a secure retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

At Stuart Estate Planning Wealth Advisors, we can offer you the following products and services:

(Click the images below to learn more about each service)

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning


1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.” https://www.soa.org/Files/Research/Projects/research-2015-full-risk-report-final.pdf.

2 National Institute on Retirement Security. February 2017. “Retirement Security 2017: A Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis and Solutions.” https://www.nirsonline.org/wp-content/uploads/2017/06/2017_opinion_nirs_final_web.pdf.

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