Prime Plus Services

As we reach into our retirement years, we all have different needs. But ensuring your financial stability, even when potential illnesses and medical expenses may challenge you, is not an impossible task. Just as when you built your financial assets, this is when planning and strategy are key.

With planning and proactive income and expense management strategies, Stapp Financial’s Prime Plus staff are experts in helping clients prepare customized plans that deal with estate planning, retirement issues, addressing long-term care needs, and managing routine financial expenses.

Contact us to learn more about our Prime Plus Services.

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Memberships

Phone: 360.754.8895 • Fax: 360.754.8896
Email: bstapp@stappfinancial.com