Stockdale Financial Group
Office: (570) 586-2885
Fax: 570-585-8037
214 Front Street
Clarks Summit, PA 18411
At the Stockdale Financial Group we take the time to hear your story and explain your options in clear language. Together, we will build a plan for what you anticipated, and we will help you navigate life’s surprises.
ADVISORS WHO DON'T LISTEN
Some advisors don’t take the time to hear your dreams before putting you into a cookie-cutter plan.
INFLEXIBLE PLANS
A static plan doesn’t take into account the changing market or your changing needs.
CONFUSION & WORRY
It makes sense to worry without a clear plan and ongoing advice.
Your Vision, Our Mission
Our team of financial professionals will review your situation, listen to your hopes, and then build a custom plan to help you enjoy your retirement. We will be there to advise you as your plans change and the market shifts.
We Care About What You Care About
Yes, we are licensed Investment Advisors, Broker Agents, and Insurance Agents in more than 30 states.
But we are also spouses, parents, and people who care about our loved ones. We dream about providing for them, spending time with them, and making the most of life.
That is why we will work closely with you to develop a flexible financial plan that takes your passions and makes them possible.
And when life throws you a curve ball, we’ll be there to help you knock it out of the park.
STEP ONE
Schedule a Free Listening Appointment
STEP TWO
Get Your Custom Financial Strategy & Ongoing Professional Advice
STEP THREE
Enjoy Your Life with Financial Independence
Full Assessment
We listen to your goals and evaluate your financial situation.
Financial Planning
Tailor-made investments that turn your passions into a clear plan.
Investments
We help you choose an investment strategy that matches your goals, time horizon, and risk comfort.
Education Savings
Do you want to make it possible for your kids, grandkids, or yourself to go to school? We will help you make it happen.
Annuities
For those looking for a guaranteed income option as part of their retirement plan.
Insurance
We help you make sure your loved ones are taken care of—no matter what happens.
It’s Time to Remove Worry From Your Financial World
We know that understanding your financial future can feel overwhelming. In fact, it can feel a lot like traveling to a foreign culture where you don’t know the language or where to go!
But a good travel guide will show you what to avoid and the best places to go. That’s what we do. We are your guides to help you avoid the pitfalls and get to the desired destination.
You want to know:
- Will I have enough money to do the things most important to me?
- Am I invested the right way for my next stage of life?
- How do I continue to positively impact loved ones during retirement?
At the Stockdale Financial Group we take the time to hear your story and explain your options in clear language. Together, we will build a plan for what you anticipated, and we will help you navigate life’s surprises.
The Long Run: Women and Retirement
The Half Million Dollar Baby
