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Wealth Designed. Life Defined.™

Stonebridge Financial Partners’ mission is to become trusted lifetime wealth coaches focused on delivering peace of mind through education, professional advice and superior service. We are one of the top wealth management firms in Bingham Farms, Michigan serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Stonebridge Financial Partners help you on your True Wealth journey.

Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a separate entity from CWM, LLC.

Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advisory services, we are currently required to limit access of the following pages to individuals residing in states where we are registered to provide investment advisory services. We are licensed in the following states: MI & TX.

Copyright 2014 FMG Suite

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Stonebridge Financial Partners, LLC
31000 Telegraph Road
Suite 200
Bingham Farms, MI 48025
248-647-2400
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