Financial Planning
At Stiba Wealth Management, we provide professional assistance in the following areas
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Retirement Planning
The Process of defining income goals for retirement and strategizing on achieving those goals.
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Tax Planning*
Defining and strategizing your financial situation from a tax perspective to ensure tax efficiency.
![](https://stibawmg.com/wp-content/uploads/2019/01/401k-Planning.jpg)
401k Planning
Review your current plan or design a new plan to best utilize a 401k in your retirement portfolio.
![](https://stibawmg.com/wp-content/uploads/2019/01/403b-planning.jpg)
403b planning
Retirement Plans designed for certain employees of public schools, certain tax-exempt organizations, etc.
![](https://stibawmg.com/wp-content/uploads/2019/01/College-Plans.jpg)
College Plans
Tax-Advantaged savings plan designed to help save money for future education.
![](https://stibawmg.com/wp-content/uploads/2019/01/Estate-Pans.jpg)
Estate Plans*
A Plan designed to manage an individuals assets in the event of their incapacitation or death.
![](https://stibawmg.com/wp-content/uploads/2019/01/Money-Purchasing-Plans.jpg)
Money Purchasing Plans
Similar to a Profit-Sharing Plan except for the contribution amounts are fixed.
![](https://stibawmg.com/wp-content/uploads/2019/01/Profit-Sharing-Plans.jpg)
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.