Statera Wealth Management
- Financial Services
Life is full of decisions. The Statera Wealth experience is designed to bring it all together. The foundation of a strong financial plan is far more than having a diversified portfolio within your risk tolerance. It’s about making decisions that continue to present themselves throughout your life in all areas of your financial world. Your: investments, estate, retirement, legacy, taxes and business. With specialized expertise and skills, they are experienced in helping you navigate life‘s decisions in concert with the advice of your CPAs, attorneys, and other professional advisers. Licensed Financial Advisors are a dime a dozen. At Statera Wealth, as Financial Coaches, they take their client relationships to a higher level of success. They work to protect, maximize, and grow your wealth so you can live without the fear outlasting your money. Learn how by taking advantage of our Free Second Opinion Offer.
Come experience the difference at Statera Wealth. Ask for Bob.
- Comprehensive Personal Financial Planning
- Comprehensive Business Financial Planning
- Investment & Portfolio Management
- Retirement Planning including Income planning and Investment Distribution planning
- Insurance & Annuity Planning and Advice