Stites Financial LLC is an independent financial services firm. Our focus on client service and investment products ensure you receive a personalized plan that is right for you. Unlike corporate owned financial companies, our independent financial advisors exercise the freedom to identify investment products that match with your overall financial goals and investment experience. We are not bound to selling one product or service, we make the decision based on your best interests.

At Stites Financial, we are committed to providing you with the personal and professional service you deserve. Our mission is to help individuals, families, and businesses realize their future dreams by providing specific financial and insurance knowledge, products and services to help meet each client's goals.

With over 40 years of combined experience, twin brothers Bob Stites and Rick Stites, specialize in investments, estate planning, benefit plans for business, and charitable giving. Join our newsletter for monthly updates about our services and financial industry related topics, and contact us to schedule a free consultation and allow us the opportunity to earn your business and help secure your financial future.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lease Interest

What's the interest rate on the lease you're considering?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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