Stafford Wealth Management, LLC

Hello, and welcome to our website.

My name is Bill Stafford, and I am the owner of Stafford Wealth Management, LLC.  Whether you are interested in estate planning strategies, business continuation strategies, retirement plan guidance, funding college for your children, or retirement income planning, I'm here to help you achieve your goals by designing a financial strategy specific to your needs.  Our firm, Stafford Wealth Management, LLC, was recognized in the March 29, 2010 issue of Forbes® magazine as one of the 10 Leading Wealth Management firms in the Western United States.  The press release can be found under About Us. 

Do you have questions about IRA or 401k strategies, Wealth Accumulation or Asset Management Strategies, or Estate Preservation and Tax Savings Strategies?  These questions and more have been explored, and problems have been solved for my clients since 1981.

Select from my Learning Center tab to explore answers to your questions.  You will also find a link below to the weekly Real Wealth Weekly online radio program.  Topics are selected based upon their timeliness, and I hope that you enjoy the programming.  Additionally, under the About Us tab you will find more about my qualifications, and how my experience is what differentiates me in the financial planning arena.

If you are one of my clients, you know my commitment to help you protect yourself, your family and your business from the unexpected turns life often takes, and to help guide you toward a secure retirement.  
 
If you would like a consultation to discuss your current financial situation and future goals, please contact my office.  I'm here to serve the financial planning needs of my clients, and would like to hear from you.
 
Cheers!
 
Bill Stafford, CFP, CLU, ChFC, CFS, CAS
                                                                                                            
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

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

More Calculators →

Newsletters

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

More Newsletters →