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.
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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.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!