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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Interest

What's the interest rate on the lease you're considering?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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