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Create a strategy for your priorities

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Stone Financial
CPAs & Wealth Management

What are your goals for the future?
What do you want for your family?
What do you dream about? What is your priority?

Retirement? Money for your child’s education? Travel?
A new business venture?

Stone Financial’s team of CPA’s, financial planners, investment and insurance advisors can help guide you towards your goals. You may want a fully integrated financial plan that covers retirement, tax planning, business solutions and investment management. Or you may want something as simple as payroll processing, tax returns, bookkeeping services or financial statements.

About Us

 
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Our Services


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News You Can Use


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The priority all depends on you!

Our Services

Wealth Management Services

What you, your family and your life NEED! Stone Financial is an independent Registered Investment Advisor...

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Tax

Stone Financial provides a wide range of tax solutions. Our tax professionals possess the experience...

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Financial Planning

You have different priorities at every stage of life.  Creating a strategy for these stages...

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Accounting

Operating a business can be rewarding but the responsibilities are endless.  Business owners can often...

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Payroll

Stone Financial understands that payroll can quickly become a burden for business owners.  In our experience...

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Business Solutions

Our services expand to meet the constantly evolving challenges of business and the business environment.

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Portfolio and 401K Review

Any road may seem like the right road if you don’t know where you’re going. ...

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Stone Financial Experience (SFX)

  We have implemented a new technology (SFX) developed to provide you with an interactive wealth...

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Our clients want someone they can call - someone they can count on - someone who will provide a rational sounding board - someone with experience and know-how who can help simplify their lives.

Our Process

A goal without a plan
is just a dream.

We base our recommendations on your priorities. The strategy encompasses your entire spectrum of interests. No attribute of your financial life escapes our deliberation and focus: tax considerations, insurance, business solutions and funding your family’s future.

 

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Your Financial To-Do List

Your Financial To-Do List

Things you should be thinking about every year.

When a Family Member Dies

When a Family Member Dies

A financial checklist for the most difficult of times.

What Should You Do With That Refund?

What Should You Do With That Refund?

By carefully considering how to use your refund in advance, you may be able to avoid asking yourself, later, that age-old question … “Where did it all go?”

What exactly is wealth management?

What exactly is wealth management?

The two words signify a far-reaching kind of financial care.

The Right Beneficiary

The Right Beneficiary

Who should inherit your IRA or 401(k)? See that they do.

Taking Taxes Into Account When Saving & Investing

Taking Taxes Into Account When Saving & Investing

It isn’t always top of mind, but it should be.

Is this the year you stop procrastinating about your Financial Plan?

Is this the year you stop procrastinating about your Financial Plan?

Some things to think about as you get started.

Protecting Yourself While Shopping Online

Protecting Yourself While Shopping Online

What steps should you take?

The Pros and Cons of Filing Jointly

The Pros and Cons of Filing Jointly

Preparing for taxes after marriage.

It Isn’t Too Late to Save for Retirement

It Isn’t Too Late to Save for Retirement

If you’re 40 or 50 and haven’t begun, you must make the effort.

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We would love to have the opportunity to earn your business. Email us directly, call us (Weekdays, 9am – 5pm, Central Standard), or use the contact form.