Why Stites Financial?

 

As independent financial professionals since 1990, our mission is to become your partner for financial independence by focusing on client service and investment products that ensure you receive a personalized plan that is just right for you. We take the time to learn about your needs, hopes and concerns, to make a difference for you, your family, your business, and your future.

Whether your goals are simple or complex, to pursue them effectively, you should have a comprehensive plan that includes:

  • A realistic investment strategy that addresses your desire level of return without taking on more risk than you can tolerate
  • A retirement plan designed to provide the income you need for as long as you live
  • A college and education saving plan that addresses steadily rising costs
  • An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

Let us help you build an appropriate plan for your future.

 

Investment services supported through LPL

Through the support and substantial resources of our broker/dealer, LPL Financial, we can provide a diverse range of investment services.

LPL Financial, a publicly traded company (LPLA), is one of the nation’s leading financial services companies. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities. This means advisors affiliated with LPL are not pressure or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to reply on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

 

Rick Stites and Bob Stites have both earned their AIF designation

AIF or Accredited Investment Fiduciary is a representation of a thorough knowledge of and ability to apply the fiduciary practices. As such, AIF designees have garnered a reputation for the ability to assist others in implementing proper policies and procedures, and for implementing these prudent processes in their own investment practices.

Because of the fi360’s AIF Training programs where advisors learn the legal and best practice framework to provide the best fiduciary practices, AIF was named one of the “Ten Most Wanted” designations by the industry from Financial Planning magazine.

 

Call us today at 734.930.2330 or email us here.  We look forward to helping you pursue your goals.