Stichler Wealth Management, LLC
Cole G. Stichler, CFP®, President of Stichler Wealth Management, started the firm with a vision and passion for providing realistic, straight forward financial planning and wealth management advice. Our firm strives to provide an experience that is new, enlightening, interactive, and that will always put our clients interests' before our own. With over a decade of experience in the financial services industry, Cole can develop a plan that will help give you and your family confidence.
Comprehensive Financial Planning is the goal for Cole and our firm to provide to our clients. Retirement Planning, especially, is an area we really emphasize when developing a plan for our clients. Whether you are trying to prepare for retirement, or you are already retired, you owe it to yourself to make sure you are maximizing your income without taking on unnecessary risks. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Cole can assure you that your best interests will always come first.
Below are some of the major categories that we will address with you during the planning process:
- Retirement Planning
- Social Security Income Maximization Planning
- Investment Management
- Risk Management (Insurance Planning)
- Estate Planning
- Tax Friendly Investments
- Alternative Investments
- Retirement Income Planning
- Education Planning
- Our Investment Process
Please enjoy and utilize the wealth of information that is provided on our website. If you have any questions or would like to schedule a complimentary initial first meeting, please contact us.