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Our Approach 

Keep More of What You’ve Earned

The Stepping Stone Financial team takes a thorough, hands-on approach to help you build your financial foundation by helping you keep more of the money you gain. By working in concert with your tax preparer or CPA, we take a proactive approach to tax planning to help you find the most ideal tax strategies for your specific situation. We’ll help you manage your risks and tax exposure while also helping to put you in a position to pursue your goals.

Stepping Stones in Pursuit of Your Goals

Stepping Stones in Pursuit of Your Goals

Your business, financial and personal goals are just as unique as you are, so cookie-cutter, one-size-fits-all financial plans simply cannot give you the experience and results you deserve. At Stepping Stone Financial, you’ll find that our experienced financial planners are highly relational. They’ll take the time to get to know you, your goals, objectives, risks and especially your values. We use a detailed, step-by-step discovery process to help you identify and prioritize your goals and objectives, so we can help you pursue — not just your financial goals — but what you value most in life.

Get to Know Your Financial Foundation

Get to Know Your Financial Foundation

Knowing what you want for the future is important, but equally important is understanding where you are today. We’ll help you gain a clear picture of your starting point by helping you review and organize important financial information and documents, such as existing investments and assets, wills, trusts, tax returns, statements and even your personal or business operational budget. The more you share with us, the better we can help you mark out your next steps forward to building the financial foundation and future you desire.

Stepping Stones for Every Life Stage

With every new step you take in life, your financial needs often change. We’re here to help you lay and maintain a lasting foundation for every financial step along the way.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living in Retirement

Living in Retirement

Step-by-Step Plans for Your Unique Journey

Step-by-Step Plans for Your Unique Journey

With a deep understanding of your goals for the short, intermediate and long-term, our team will develop a truly customized plan designed to weave together your goals regardless of their timeframes. We also take into account your risk tolerance and tailor your plan to suit your personal preferences. Beyond creating a plan that serves as a foundation for your future, we also monitor your progress and consistently check in to make sure your plan reflects the latest changes in your life. At Stepping Stone Financial, our purpose is to guide your steps along the way and help you stay focused on your end goals.

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Contact Us

We simplify the complexities of financial planning so you can enjoy the present and worry less about the future. Take the first step toward your ideal financial foundation. Contact us today.

Contact Us

About Us

At Stepping Stone Financial, we take a simplified approach to helping you in all the financial aspects of your life. By simplifying the complex, we prioritize letting you enjoy the present and worry less about the future.

Our Firm

Our Team

Each member of our team brings a unique element as we work together to serve our clients and our community. We’ll help you take strong steps forward on the path to your goals.

Meet the Team