Retirement Planning

Dreaming of your future is easy, but planning can be time-consuming and complex. That’s why some investors never bother to develop a plan, and may never reach their goals. As your financial advisor, Bob will help you clear the obstacles standing in your way and help you develop a tailor-made retirement plan. Read more…

 

Financial Planning

Because your goals are unique, your investment program should be just as personal. Stifel offers financial planning services that will help you formulate and document an investment strategy that’s appropriate for your needs and circumstances. Read more…

 

401(k) and IRA Rollovers

Are you retiring, changing jobs, or have you recently been laid off? Without careful planning during this critical period, your decisions could result in significant penalties, fees, and limited investment options. Learn about options for transitioning your 401(k) or other retirement account to a traditional or Roth IRA. Read more…

 

Portfolio Reviews

Solid investment plans anticipate disaster before it happens.  How can you be sure your current plan will protect your financial security in retirement?  Seeking an informed second opinion from a professional with the knowledge and tools necessary to plan for the unexpected may be an option worth considering. Find out how Bob can help you review your current portfolio and retirement plan. Read more…

 

Investment Management

Mutual funds, exchange-traded funds, individual securities, bonds, master limited partnerships – what investment types are right for you? Your retirement plan depends upon prudent, effective investment management. Bob will help you sift through the thousands of investment options available and determine what is best suited to your goals. Read more…