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Our Services

What Stepping Stone Financial Can Help With

At Stepping Stone Financial, our team can help you with what we have identified as the three main elements of a holistic financial strategy:

  • Saving enough money to reach your financial goals and retire
  • Replace your income once you retire
  • Leave a legacy and provide protection for your family

Through using a wide range of products and services from some of the most highly-regarded companies in the industry, Stepping Stone Financial helps provide holistic wealth management solutions that cover all the aspects of your financial life.

Some of the services we provide include:

Holistic Plans 

  • Retirement plans
  • Estate plans
  • Tax plans
  • Money purchasing plans
  • 401(k) planning
  • 403(b) planning
  • Profit sharing plans
  • College saving plans 

Individual Investments 

  • Bonds
  • Brokerage accounts
  • Treasury bills
  • Common stock
  • Government securities
  • Traditional IRA
  • Educational IRA
  • Roth IRA
  • Treasury notes
  • SEP IRA
  • Variable annuities
  • Simple IRA  
  • 529 plans 

Insurance Coverage

  • Disability income insurance
  • Life insurance
  • Long-term care insurance