Financial Planning
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Organizing Assets
With our world-class software, Investor360, you will be able to see your whole financial life in one secure spot with one login. This includes assets in our care as well as accounts not held with us.
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Managing Major Life Events
Maybe you just got married, started a family, had a divorce, landed a new job, or are trying to find the right care for your elderly parents. These are all major life changes that people partner with us to provide guidance and insight.
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Designing A College Funding Strategy
A college education is one of life’s greatest experiences, but also one of the most expensive. With no two families exactly alike in how much they’re willing to pay for college, our realistic approach using tax-advantaged savings strategies allows us to help no matter where your values fall.
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Inheritance Planning
It can be a wonderful blessing but also an overwhelming responsibility when you experience a financial windfall. The plan we create will give you clarity and direction so you can be an effective steward of your family’s wealth and enjoy the benefits.
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Consulting
You may only want help on a one-time basis such as rebalancing your 401(k) or evaluating your stock option package. Our consulting arrangement allows us to provide you with objective advice without having to open up a new account or place assets in our care.
You Stay in Control, Always.
Money management is a big step. With Stillwater Planning Group, you’re in the driver’s seat with the confidence and expertise of a team with decades of experience. We prioritize communication, trust, and discretion through all of our financial planning services.