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.