Stokes Financial Strategies LLC
We have a lifetime of experience helping people in the community analyze their needs over time. From life insurance and annuities to pension planning and long-term care insurance, we can recommend products that work. It's never too early to plan, and never too late to begin. Before, during, or after those major life events we all share, we have financial products and services that can help. Ask how we can help you manage your risks, improve your financial future, and live with peace of mind.
One of the best things about Stokes Financial Strategies LLC is we are able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead. If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place. At Stokes Financial Strategies LLC, we take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be. Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished. Step 3: Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your financial, tax, and legal advisors to make sure all our efforts are coordinated. On Client Relationship We believe trust and understanding are the cornerstones of a successful long-term Registered Representative/client relationship. We believe a comprehensive assessment of your current situation is critical to developing and building a successful financial strategy. We believe in helping you stay the course through all of the different stages of life. On Investment Selection We believe the selection of your investments should be based on a philosophy and approach that’s consistent with your long-term goals. We believe selecting investments that are managed to help withstand market declines is one of the critical components of successful investing. We believe capital preservation is an important preservation is an important consideration when selecting investments. On Developing a Financial Strategy We believe in tailoring your financial strategy to fit your unique needs, goals, and situation. We believe, regardless of what’s happening in the market, you don’t have to take excessive risks to work toward reaching your long-term goals. We believe you should benefit from a diverse range of investment options within a comprehensive individual financial strategy. On Our Commitment to Service We can periodically provide you with an investment evaluation that weighs your needs and goals relative to your portfolio. We can review and recommend adjustments to your investments in response to changes in your needs, goals or overall strategy. We can set up meetings with you and your beneficiaries to discuss the options and benefits of the various beneficiary designations.
Address: Hammons Tower, 901 E. St Louis St., Suite 1500, Springfield, MO 65806, USA
Phone: +1 417 829 2255
FAX:
