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Fee-Based Financial Planning

At Stonebridge Wealth Advisors, we believe that having a comprehensive financial plan in place to provide direction on your path to financial independence is essential to helping our clients build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of our custom financial plans designed to work towards your financial and lifestyle goals. Your plan also looks to provide for your heirs and defines the legacy you choose to leave.

Once a plan has been created, Stonebridge Wealth Advisors provides you with objective advice and guidance to implement your plan with our open architecture of portfolio management and insurance strategies. All recommendations are aligned with your goals and values.

As an ongoing service to our clients, we revisit the financial plan annually to ensure we are working toward their goals and update the plan for any major changes that may have occurred that would affect the strategies put in place.