Services

Services

  • Financial Planning
  • Investments
  • Retirement Planning
  • Income Protection (Annuities)
  • Portfolio & 401(k) Review
  • Life and Disability Insurance
  • Debt Management
  • Education/Special Situation Planning
  • Legacy (Estate) Planning
  • Business Benefit Plans
  • Tax Return Preparation
  • Tax Planning
  • Audit Representation
  • Tax Compliance
  • Payroll Processing
  • Direct Deposit
  • Customized Payroll Reports
  • Employer Payroll Taxes
  • Filing of Federal & State Forms
  • Annual Preparation of W-2’s and 1099’s
  • Accounts Payable & Receivable
  • Bank & CC Reconciliations
  • Fixed Assets & Depreciation Reporting
  • Financial Statement Preparation
  • Monthly & Year-End Closing Assistance
  • QuickBooks Set-up, Support and Hosting
  • Remote Support
  • Back-up Plans
  • Anti-Virus Plans
  • Microsoft Office Products
  • Computer Upgrades
  • Computer & Printer Set-ups
  • Training
  • Consulting
  • New Business Start-ups
  • Entity Structure & Consulting
  • Staffing Guidance
  • Company Policies & Procedures
  • Annual State Registrations
  • Business Valuations
  • Exit Strategies/Succession
  • Group Benefits/Posters/Docs

We would be happy to sit down with you and discuss your situation and provide the expertise to help you utilize what would be beneficial to you. Contact us today!

Stone Financial Wealth Advisors is registered in Missouri, Arkansas and Texas.
Scott Stone is licensed to sell insurance in Missouri and Arkansas.

This material is not intended to be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment, or tax advice. The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. Investing involves risk including the potential loss of principal. Past performance does not guarantee future results.

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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.