Our Services
We offer comprehensive financial guidance and a broad range of services designed to help you and your loved ones live brilliantly, now and in the future.
Tax Planning Strategies
Strategies for managing federal and state taxes
Concentrated stock, including options and RSUs
Tax considerations – today and in the future
Strategies for managing timing of income or deductions
Capital gains management strategies
Legacy Planning and Charitable Giving
Estate and gifting strategies
Philanthropy and charitable endeavors
Wills, powers of attorney, and trusts
Incapacity planning
Beneficiary designation and property titling
Financial Services
Cash flow and net worth
Managing cash flow
Liquidity
Liability
Home purchase
Credit facilities to address business capital needs
Retirement Planning Strategies
Define outlook/goals for retirement
Future healthcare needs
Distribution strategies
Sustainability of retirement income
Required minimum distribution (RMD) planning
Stifel does not provide legal or tax advice. You should consult with your legal and tax professionals regarding your particular situation.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.