A three-bucket approach to financial planning
All investments have three main factors to them: safety, liquidity, and growth. A general rule of thumb is to pick the two that are most important to you. At Stander Financial, we take the time to get to know your unique situation. Then, with your needs and aspirations in mind, we allocate your nest egg across three distinct buckets:
Retirement Taxes?
Are you paying too much in taxes in retirement? This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Education-focused.
Client-first.
Retirement can be a stressful transition for many people. Our objective is to educate you and give you the tools to make a well-informed decision. It’s an honor and privilege to coach clients through some of the most pivotal moments of their lives, helping them feel confident and secure in their financial future.
Risk Number?
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s right for you.