17075 South Park Avenue,
As a non-profit organization, you’re facing many new — and old — challenges today. From navigating the impact of a global pandemic, to public scrutiny, governance, fundraising and more, you have enough on your administrative plate. Managing your investments, however, does not have to be among your concerns. We have a long history of serving non-profit organizations, from schools to religious organizations and more. Through our specialized and diligent service over the years, we’ve earned the trust of the non-profit community in and around the South Holland, Illinois area and beyond. When you trust Stepping Stone Financial with your investment management, you’ll be able to focus more on what matters — your mission — instead of your investment portfolio.
We understand the unique goals of our non-profit clients. We can advise you on how to leverage your existing assests as well as our investment strategies and tools to help maximize the impact of your reach in your community. From simple investment advice to our complete outsourced chief investment officer (OCIO) services, we’re uniquely experienced and equipped to help support your organization’s social impact initiatives.
At Stepping Stone Financial, we understand the importance of long-term planning for non-profit organizations. We can help you invest in your organization’s future by focusing on sustainable resource development through high quality, long-term investments in order to help increase your longevity, stability and reach.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Financial Specialist LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
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.
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.
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.