Stafford Wealth Management, LLC

Hello, and Welcome to our Website!

If you are looking for guidance on managing assets for a secure retirement...then, you've come to the right place.  Since 1981, I've guided client financial plans from one generation to the next.

Stewardship over your money involves a holistic view encompassing both Risk Management AND Investment Management towards achieving your goals.  Experience counts...and I've been aiding clients in navigating the changes in their needs, and in the economy for more than 30 years.

Check out my 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 I might be of service to you, then call.  Consider putting my resources to work for you, to help you manage your financial statement according to your goals.

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

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Following the Federal Reserve

This primer on the central bank discusses the Fed’s recent policy moves, including the unprecedented actions it has taken to help prop up the banking system and spur the economy in the wake of the financial crisis, and how Chairman Bernanke has promoted greater transparency.

Making Your Own Retirement Opportunities

About two-thirds of small-business owners fear that they are financially unprepared for retirement, yet one-third do not have a personal or business-sponsored retirement plan in place. This article focuses on the potential tax benefits and contribution limits of solo 401(k) plans and SEP IRAs.

How Much Life Insurance Do You Need?

A recent study indicates that 40% of consumers believe they do not have enough life insurance to meet their families’ long-term needs. But how much is enough? This article presents guidelines to determine how much life insurance may be appropriate

Fraud Never Sleeps

Fraud accounted for more than half of the 1.8 million consumer complaints received by the Federal Trade Commission in 2011. This article cautions consumers about three relatively new scams and how to help avoid them.

More Newsletters →