State Benefits Planning

Secure a comfortable retirement

Secure a comfortable retirement You’ve dedicated years to serving others as a state employee. As you look toward retirement, you’ll need a plan to optimize the different benefits your state offers.

Your team at Stone Financial Consultants has the knowledge and experience to help take the complexity out of the complex world of state benefits. We’re led by one of less than 500 FINRA-registered advisors in the United States who are certified to work with federal employees as well as state employees. Together, we can create a customized, long-term financial plan to help you secure the comfortable retirement you deserve.

Let us assist you with:

Retirement paperwork
Social Security maximization
Asset protection and allocation
Beneficiary change forms
401(k) and 403(b) rollovers
Life Insurance
Give us a call today to get started!
951-231-1585
Let us help you secure the comfortable retirement you deserve.
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