Financial Planning
At Stiba Wealth Management, we provide professional assistance in the following areas
Retirement Planning
The Process of defining income goals for retirement and strategizing on achieving those goals.
Tax Planning*
Defining and strategizing your financial situation from a tax perspective to ensure tax efficiency.
401k Planning
Review your current plan or design a new plan to best utilize a 401k in your retirement portfolio.
403b planning
Retirement Plans designed for certain employees of public schools, certain tax-exempt organizations, etc.
College Plans
Tax-Advantaged savings plan designed to help save money for future education.
Estate Plans*
A Plan designed to manage an individuals assets in the event of their incapacitation or death.
Money Purchasing Plans
Similar to a Profit-Sharing Plan except for the contribution amounts are fixed.
Profit Sharing Plans
A type of plan offering employees a share in the profits of a company they work for.
*Stiba does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.