State Benefits Planning
Secure a comfortable retirement
Secure a comfortable retirement You’ve dedicated years to serving others as a state employee. As you look toward retirement, you’ll need a plan to optimize the different benefits your state offers.
Your team at Stone Financial Consultants has the knowledge and experience to help take the complexity out of the complex world of state benefits. We’re led by one of less than 500 FINRA-registered advisors in the United States who are certified to work with federal employees as well as state employees. Together, we can create a customized, long-term financial plan to help you secure the comfortable retirement you deserve.
Let us assist you with:
- Retirement paperwork
- Beneficiary change forms
- Social Security maximization
- 401(k) and 403(b) rollovers
- Asset protection and allocation
- Life Insurance
Give us a call today to get started!
Request an Appointment
Our experts will work with you 1-on-1 to give you the personalized attention you deserve and create a financial planning strategy that suits your personal retirement needs.
