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 protection for your family, the growth of your business, funding college for your children, or a secure retirement, I'm here to help you achieve your goals by designing a financial strategy specific to your needs.  My recognition received in Forbes® magazine's September 21, 2009 edition, as a leading Wealth Manager, underscores my committment to clients.  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 committment 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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

More Newsletters →