What We Do

At Stites Financial LLC, we are local LPL Financial Advisors with experience in the financial and insurance industry since 1990. We are committed to a comprehensive approach of providing an array of financial services to our clients, including individual and group strategies and planning. This specialized process allows us to provide a superior level of service to our clients. The end result is a complete, customized plan that is designed to help address your long-term financial goals.

Financial Services:

  • Business Planning
  • College Planning
  • Estate Planning
  • Financial Planning *

Access to Investment Services and Products:

  • Brokerage CD's
  • Exchange Traded Funds (ETFs)
  • Fee based managed portfolios
  • Insurance
  • Mutual Funds
  • Online investing through Guided Wealth Portfolio (GWP)
  • Stocks

Individual and Group Insurance:

  • Health Insurance: HMO, PPO
  • Dental Insurance
  • Vision Insurance
  • Health Savings Account (HSAs)
  • Disability Insurance
  • Life Insurance

Retirement:

  • 401k
  • 403b
  • Pensions
  • IRA
  • Simple IRA
  • Roth IRA

 

 

 

* Financial planning offered through LPL Financial, a registered investment advisor

No strategy can or plan can ensure success or protect against loss.