Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business. Our mission is to provide you with the information available to help make informed decisions about your life and your money. With a financial planning focus, creating a holistic understanding customized to you, your needs and your goals, we focus on the whole picture, while implementing the tools and knowledge we have to help you achieve long term results.
As independent advisors we have no obligation to deal with any particular institution; this allows us the opportunity of choice. Licensed in both the securities and insurance industries, we can source solutions for our clients wherever that solution best fits. Being independent allows us to be uniquely client centered in all we do. Our clients are who we work for and support. We never lose sight of this fact.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect at the forefront. All with the availability of collaboration within our team.