Why Stites Financial?

Why choose to work with a Financial Planner?

Looking back to 1983, the largest trading day on the floor of the NYSE involved a total of 236,556,110 shares.  Today, roughly 1.6 billion shares worth roughly $45 billion are exchanged daily on the floor of the NYSE*.  If you compare the financial world of 25 years ago to now you will notice more complex financial products and services in the marketplace which opens up investors to greater risk. 

With the markets in a constant state of flux having a Financial Planner is becoming a must. You trust your doctor with your health and you send your children to school to learn from teachers. Who are you trusting your finances with?

By working with Stites Financial we will design a plan to help you acheive your financial goals and ensure that, based on your risk profile, the financial products we choose will be suitable for you.  We become partners and are with you every step of the way.

Some questions to ask yourself prior to choosing a financial planner:

  1. How has your portfolio/savings accounts done over the past 5 years?
  2. Are you dissappointed in your investment returns?
  3. Do you have a retirement plan in place?
  4. Do you have a plan to inflation-protect your retirement income when retired?
  5. If you currently have an advisor, are you happy with their personalized attention?
  6. Are your heirs in a positon to manage your investments if something happens to you?
  7. Do you have the proper insurance coverage now and into the future?
  8. If you have children, do you have a savings plan in place for their future education?
  9. Are you up to date with all the new laws and financial issues effecting the global economy?
  10. Are you 100% confident you have the right financial plan in place?

At Stites Financial, we fully understand the financial planning industry.  Once we understand your needs and wants, we develop a plan that will become our roadmap to your future financial success.  We are always researching the latest products or changes to the system by the SEC and looking out for the best interests of our clients.  We will always be there for you and we hope to meet you soon!

Give us a call (734)-930-2330 or click here to email us!  We look forward to meeting you!

* CFP 25th Anniversary Talking Points - Summer 2010