Because your goals are unique, your investment program should be just as personal. Stifel’s four-step financial planning process will help you formulate and document an investment strategy that’s appropriate for your needs and circumstances.
About Bob Stockdale
Bob Stockdale, CFP® is Senior Vice President/Investments and Branch Manager at Stifel in O’Fallon, Missouri. For more than 25 years, Bob has helped clients develop and navigate investments and retirement plans. Every Saturday, Bob hosts On the Money with Bob Stockdale from 11 a.m. to 12 p.m. on FM News Talk 97.1 in St. Louis.