Our personal Wealth Management Services provide comprehensive, highly personalized financial planning built on a deep understanding of your goals, time horizon, real world risk tolerance and desired outcomes. Carefully constructed, diversified investment portfolios are customized to fit your needs. We provide global investment strategies that can be selected and deployed to meet your unique objectives both in the short and long term outlooks. We are fee-only, meaning our services are objective and always in your best interest.
We have developed financial planning packages uniquely suited to your own life journey. We emphasize planning areas based on what is most important to you.
|Millennials||Gen X||Baby Boomers||Seniors|
|Financing a Home||✓||✓||—||—|
|Paying for children's education||✓||✓||—||—|
|Financing Parent's healthcare/living expenses||—||—||✓||✓|
|Planning for healthcare||—||—||✓||✓|
Stapp Accounting Services, PLLC also offers our exclusive iBoss service for those wanting an all-inclusive personal financial assistant package for themselves or a family member. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks – including paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider:
Once your taxes have been filed, first, take a moment to breathe a big sigh of relief…and then enjoy some Tax Day (April 15, 2019) discounts. There’s nothing like a good deal to take the sting out of tax obligations. Below, we’ve compiled a short list of best food and drink deals, taken from offer.com.