Stone Financial Group
building a stronger financial future, together.
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Services offered through stone financial group
Stone Financial Group provides guidance in key areas of financial planning:
- Retirement Planning - Create a plan to confidently transition into retirement.
- Wealth Management - Portfolio and risk management tailored to your goals.
- Peak-Career Strategies - Wealth-building solutions designed for professionals in their prime earning years.
- Estate Strategies - Protect your legacy and ensure your family's future is secure.
What to expect from their teaM
When you meet with a Stone Financial Group advisor, they will work with you to:
- Understand your short and long term goals, risk tolerance, and unique needs.
- Use advanced planning tools to review scenarios and illustrate the potential impact of decisions in real time.
- Build a customized, comprehensive plan that adapts to life changes, market shifts, and portfolio performance.
- Help you stay on track with your financial plan.
Why it matters
Stone Financial Group’s priority is helping you take care of yourself and your family—today and for the future.
Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory Services offered through StoneX Advisors Inc. Securities and Investments offered through StoneX Securities Inc., are Not Guaranteed by First Bank of Alabama, Not FDIC Insured, are Not deposits, and May Lose Value.