Talk, Act, Live

You are unique.  Your financial strategy should be too. 

Perhaps you are saving for college or for a house on the lake, traveling with your spouse, giving your kids or grandkids a better future, improving your community, or taking more time for yourself.  Stifel’s financial planning process will guide you in your financial choices. 


Our six-step process as shown in the graphic here can really be broken down into three simple steps:

Talk – You talk, we listen.  Then we’ll help you design a strategy to pursue those goals.

Stifel, Financial Advisor, Lynchburg Virginia, retirement planning process

Act – This is where we start implementing your customized investment strategy.  We will monitor your investments with you and help keep track of your progress toward your goals.  As your life changes, we will help you adjust your strategy accordingly.

Live – Go live your life with the confidence of knowing your roadmap is in capable and experienced hands.