Advisory Services for Teachers
Safe, Secure, Reliable, Up To Date.
With your students you strive to move them from the known to the unknown; from "Here" to "There." You check their progress against a standard. The Step Stone Financial Wealth Management System allows us to do the same for you.
First we help you establish where "Here" is We show you how to track checking and savings, 403B, 529 and investment accounts, collectibles and insurance, even your credit card and airline/hotel rewards programs, real estate and mortgage liabilities too. Track your entire families' financial well being on your private and secure, single comprehensive site.
Once we have created an accurate picture of where you are today (the known) and discuss with you where you want to be in the unknown tomorrow we can get to the serious work of advising you how to get there.. And then, we consistently test and retest to determine the progress of your plan.
The Step Stone Financial Wealth Management System uses Modern Portfolio Theory (MPT) which is preloaded into the system. This inclusion allows us to program the system to alert you and us when/if it is determined that your accounts have gotten out of balance.
Also included is a powerful engine that runs Monte Carlo Simulations.A Monte Carlo Simulator is a tool used to determine the probability of success of your investment profile based on the results of 1,000 different scenarios and what they might do to or for your asset allocation.
While the projections or other information generated by this analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results;and while Modern Portfolio Theory in and of itself offers guidance, not absolutes, we feel that these tools along with our near quarter of a century of professional experience can help to give you confidence in your financial future even during turbulent markets.
Our service provider is constantly updating our planning software with the latest changes to tax and estate planning, Social Security and pension plan regulations.
You are not required to move any assets. You maintain the relationships that you want to. You just take better control of that relationship. However, if you would like us to actively manage your accounts, that service is available, separately.
Please take a moment to view the video we’ve prepared specifically for Teachers by clicking here. Also click Safe, Secure, Reliable, Up To Date. Here or above to see how we can help you get from Here to There.
Contact us by calling 866 788 7753, or e-mail Robert@StepStoneFinancial.com or use the "Ask Us A Question" icon to the left.
Image "Autumn on Flute" used with permission of artist, Robert J Hacunda. To view more of this artist's work please click here