Building and preserving your personal wealth requires specialized attention. At Stolberg, Ebbeling & Blanchette, LLP, you’ll receive one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance and ensure the growth and longevity of your wealth.

We offer Personal Financial Planning services for:

  • College: Pay for your child’s education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls. We’ll also develop an optimal savings plan given your financial situation and risk tolerance. 
  • Retirement: Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income and reviewing estimated shortfalls. We’ll identify the best ways to save for retirement given your financial situation and risk tolerance.
  • Investments: Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as minimize your risk while building increased predictability of your investment returns.
  • Estate Planning: Maximize the value of your estate by saving tax dollars, professional fees and court costs. We help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Are you ready to achieve financial freedom? Contact us today to start developing and implementing your personal financial plan.