Stafford Wealth Management, LLC

Hello, and Welcome to our Website!

If you are in pursuit of advice and guidance on how to Build Wealth, Manage it, and Protect it...then, you've come to the right place.  Since 1981, we've developed and guided our client's financial plans and estate plans, from generation to generation.

Stewardship over wealth involves a completely holistic view towards risk-managed investment returns, suitable guidance based upon your objectives, income taxes, estate taxes, and maintaining long term purchasing power against inflation.  Experience counts...and we've been successfully aiding our clients in navigating the constant change in the economy for more than 30 years.

Check out our Real Wealth Weekly resource page link (radio microphone icon) below, for podcasts posted weekly, and our Learning Center for iMoney, E-Seminars, Calculators, Articles and more.

If you believe that we can be of service to you, then give us a call.  All new clients are subject to a $1 million minimum account for our consideration.  If you may qualify, consider putting our resources to work for you, to help you manage your wealth, according to your goals.

Bill Stafford, CFP®, CLU, ChFC, CFS, CAS                       

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →