Stone Island Financial Planning
Stone Island works with individuals and families to determine, measure, and meet their unique financial objectives. In-depth financial planning services are provided under flat-fee (ongoing or project) and hourly fee models. We provide detailed analysis of retirement sustainability, current and future cash flows, tax strategies, and complex compensation structures. We coordinate insurance protection and estate plans with ethical insurance brokers and estate planning attorneys.
Our investment management services are delivered using a combination of low cost Exchange Traded Funds (ETFs) or mutual funds and risk-conscious actively managed funds. Investment advice is provided on funds that clients control as well as assets we may manage on their behalf. For accredited and qualified investors with a capital preservation focus, we have a specialty in sourcing private investments whose principal focus is downside protection, regardless of the market environment, while targeting returns that maximize the probability that a plan's "Measurable Objectives" are achieved.
Stone Island Financial Planning maintains offices in Scottsdale, AZ and Chicago's western suburbs.