Who We Serve | Planning Service | Statera Financial Planners

Individuals

While you're in your earning years, whether just starting out or seasoned in your high earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your future and your lifelong goals.

New to investing, established in your career with a need to protect that income, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money and your risks effectively.

Families

As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a plan early is considered vital in pursuing the needs of not only yourself, but the family who relies on you, your knowledge, your income and your security.

Whether it's ensuring funds are available for education, minimizing debt obligations should something happen to you, or allowing us to be a resource in teaching your family smart and important financial habits from a young age, what matters to you matters to us.

Who We Serve | Planning Service | Statera Financial Planners
Who We Serve | Planning Service | Statera Financial Planners

Retirees

You’ve worked hard in life to get to the point where you can enjoy some relaxation and celebrate what you have achieved. Retirement is an exciting time, however the transition from a career and steady paycheck to living on the wealth you’ve accumulated, and funded government programs can be filled with uncertainty.

Together, we’ll develop a plan that helps alleviate that uncertainty and answers the unknowns, allowing you to focus on where life takes you from here.

Business Owners

Between managing employees, building client relationships, maintaining the quality of your products or services, growing your assets and income, all while still having enough time and resources to support yourself personally, owning a business is a demanding task.

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning opportunities that may lead to growth, or alternatively the considerations that may affect your tax position and bottom line. We can help create a financial foundation that aims to care for your employees and executives and in turn create a better experience for everyone on your team.

Whether it’s reducing the impact of an unexpected loss at any level within the company, providing benefit plans and protection, or creating a strategy for business succession and a personal transition into life after work, we have solutions that can help with every aspect.

Who We Serve | Planning Service | Statera Financial Planners

Ready to get started?

Contact us to start building a financial plan that fits your current life stage.