Wealth Planning

True Wealth and Financial Planning

Our team of experts will work closely with you to design a comprehensive plan based on your individual goals and concerns. This plan will be the basis for any specific recommendations for all areas of your financial life. We provide regular reviews to make sure your plan stays up-to-date and your plan is always accessible to you online.

Over the past 25 years, we have developed the Retirement Navigator System™. The main component within this system is your personalized Wealth Plan that will act as your roadmap to Financial Freedom. Our team approach allows you to take full advantage of the experts on staff that can strategically evaluate your financial situation and goals and get you on the path to achieving True Wealth. Our team will help you develop your own Family Index Number that is designed to help you stay the course in this ever changing investment environment.

Guiding You On the Road to Financial Freedom

If you can’t imagine driving to an unknown destination without a GPS, then why drive towards your retirement without a holistic wealth plan? Our Wealth Enhancement Group will guide you from where you are to where you want to be by utilizing a sophisticated program that tracks your finances all the way through retirement. Our wealth plan doesn’t just track your finances; it also tracks your life. You can digitally store your important information in a secured vault that’s easily accessible to you.

At Stonebridge Financial Partners, we use your Family Index Number to determine the rate of return necessary on your portfolio assets to pursue your goals and objectives while maintaining resources during your anticipated lifetime.

The Family Index Number empowers you to focus on the only number that matters to you and your family. This number not only helps you to remain on track toward pursuing your individual goals and objectives, but helps you manage the anxiety associated with trying to track and interpret short-term market fluctuations.

Your personalized Family Index Number is developed by taking your unique goals, resources and circumstances into account and providing a truly relevant benchmark for gauging the performance of your portfolio. We believe a well-conceived plan that adheres to a disciplined process can be more effective for pursuing your objectives than meeting or exceeding a broad market index.

A broad index like the S&P 500 doesn’t take certain factors into account that play a significant role in determining your financial picture now and throughout your years in retirement. Your Family Index Number takes into consideration investment time frame, tax situation, life expectancy, lifestyle preferences, healthcare needs and the impact of inflation, among others.

Do you know your Family Index Number?

We follow our code, “Wealth Designed. Life Defined.™” – and this number allows your team to assist you in your quest to attain True Wealth.