Toggle mobile login LOG IN MENU Home > Individuals > Wealth Planning Wealth Planning Personalized Strategies Through Holistic Planning At Stifel, we understand that each of our clients has a unique set of circumstances that shapes his or her financial goals and objectives. These goals and objectives cannot be addressed through cookie-cutter solutions. Working together with the Stifel Financial Advisor, the Wealth Planning Department takes the time to understand each client’s story, so that we can more effectively implement our services to develop personalized strategies. Our holistic approach to wealth planning leverages the knowledge and expertise of our firm’s experienced professionals to address all aspects of a client’s financial situation. Financial Planning Our team of financial planning professionals will work closely with the client and his or her Stifel Financial Advisor to generate a comprehensive wealth management plan. Clients can use this plan as a roadmap to help ensure they stay on track toward achieving their financial goals. Topics considered throughout the financial planning process include asset allocation, education funding, and retirement planning. Estate & Tax Planning Our team of estate planning professionals will guide the client through the intricacies and complexities of the estate planning process. By providing the client with an in-depth analysis of his or her existing estate plan, we will identify strategies for the client to discuss with a local estate planning attorney. Our team of tax planning professionals will help the client navigate federal and state income tax laws. By analyzing the client’s tax returns from the last two years, we will identify proactive tax planning ideas for the client to discuss with a local tax advisor. Insurance & Annuity Solutions Our team of insurance and annuity professionals will help the client protect against some of the pitfalls he or she may encounter on the path to financial success. By evaluating the client’s existing policies and individual needs, we will develop a customized insurance and annuity program that is adequate, efficient, and cost-effective. Social Security & Medicare Our team of financial planning professionals will help the client determine when and how to claim his or her Social Security and Medicare benefits. As part of this process, we will create a Social Security report that demonstrates the client’s optimal claiming strategy. Everybody has a story. Through our holistic approach to wealth planning, we strive to help every client make financial success a part of theirs. Individuals Asset Management Tax Reporting Information Annuity Solutions Insurance Solutions Mutual Funds Exchange Traded Funds Options Bonds Wealth Planning Investment Advisory Services Retirement Plans Estate & Tax Planning Cash Management Accounts Corporate Executive Services Stifel Bank & Trust Stifel Trust Market News Portfolio Tracker Prospectus Investor Communications IPO Certification Form Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals. The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients. Serving Clients Individuals & Families Institutions & Corporations Banking & Lending Cyber Security Financial Advisors Investors Research Asset Management Stifel Europe About Us Get to Know Stifel Annual Report Connect With Stifel Register for Account Access Client Login Stifel Mobile Careers Build Your Career Financial Advisors: Choose Stifel Campus Connection Benefits Map My Career Regulatory Links Important Disclosures Your Privacy FINRA BrokerCheck SEC Form ATS-N HIPAA Policy LIBOR Transition Use of Information Policy Business Continuity Sitemap Form CRS FINRA BrokerCheck COPYRIGHT © 2021 STIFEL FINANCIAL CORP. ALL RIGHTS RESERVED. This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.