“If you don’t know where you are going, any path will take you there.”
- Lewis Carroll
Statera Financial Planners
Your Partners for Wealth, Health, and Legacy
Our financial advisors equip you with the insights and resources necessary to make confident, informed decisions regarding the finances and well-being of yourself and your family, now, and in the future.
Financial Planning Services That Put You First
Our mission is to provide you with a clear understanding of your financial situation, insurance options that fit your needs, and investment advice tailored specifically to your aspirations.
Leveraging advanced tools and our extensive knowledge, our goal is to assist you in achieving sustainable long-term outcomes so you can focus on the things, and people, that are most important in your life.
Our Philosophy Financial Planning
Creating a Financial Plan Tailored to You
Wealth Management for Every Ambition
Your wealth is not just about accumulating assets; it's also about securing a future that aligns with your personal vision. Whether you’re saving for retirement, investing in the market, or seeking to protect and grow your wealth, we provide the expertise to navigate your financial landscape.
Safeguard Your Most Precious Asset
Plans to Insure, and Ensure, Your Health and Wellness
Your health is the most important resource you have, and being proactive and financially prepared for health-related scenarios is so important. With a range of health and insurance plans, we offer financial solutions that ensure you and your loved ones’ peace of mind.
Preserving Your Wealth for Generations
Legacy Planning for Your Family’s Future
Crafting a legacy involves more than just wealth transfer; it's about passing on your values and making a lasting impact. We guide you through estate planning, charitable giving, and trust services to ensure that your legacy is preserved and conveyed according to your wishes.
Protect What Matters Most
Personalized Family Financial Planning
Your family's financial security is paramount. Create a tailored plan that covers education funding, life insurance, and family business transitions. We are by your side, helping secure your family's financial future at every turn.
Elevate Your Business to New Heights
Expert Business Financial Advice
As a business owner, your financial needs are unique. Multifaceted business financial planning encompasses employee benefits, succession planning, and risk management. Our objective is to assist you in the growth and sustainability of your business with targeted support where you need it.
Unparalleled Service, Unbiased Advice
As independent advisors without ties to specific service providers, we have the freedom to choose the best solutions for your unique needs.
Licenses in both the securities and insurance industries mean we're equipped to identify the right combination of products and strategies for you, regardless of the provider.
You can trust that our advice is completely focused on putting you first, exactly as it should be.
Building Solid Foundations for Financial Success
Our promise to you extends beyond mere advice.
You can expect professional support, education, and informed guidance at every stage of your financial journey. Our commitment is carried out with the highest levels of trust, integrity, and respect.
Statera Financial Planners is here to illuminate your financial path, carving a route that's uniquely yours, and moving you towards abundant wealth, health planning, and a lasting legacy. Book in with us today and feel the difference for yourself.