Estate planning for peace of mind: A client-centered approach to wealth management.

At Stadia Financial, we believe that estate planning is about more than just documents and legal jargon—it’s about creating a lasting legacy for your loved ones, ensuring your wishes are honored, and safeguarding your financial future. We aim to provide you with peace of mind, knowing your estate plan is tailored precisely to your needs, all while helping you achieve growth and enjoy life today.

Estate planning is designed to secure your legacy.

Estate planning is the process of preparing for the transfer of your wealth—whether it’s investments, real estate, business interests, or personal items—to your chosen beneficiaries. But more than just passing on your assets, it’s about ensuring the security and financial well-being of those you care about most.

This involves everything from the creation of wills and trusts to tax planning, healthcare directives, and charitable giving strategies.

At Stadia Financial, we help you craft a comprehensive estate plan designed not only to protect your wealth. We work closely with you to understand your values, family dynamics, and financial goals so that your estate plan is a roadmap that reflects your unique life.

Our Certified Financial Planner is on your side.

Your Stadia Financial team will include a Certified Financial Planner (CFP®), who is an expert in estate planning and wealth management. As a trusted professional, our CFP® works with you so that your estate plan is not only legally sound but also aligns with your long-term financial goals.

Our CFP® integrates estate planning with your overall financial plan, helping you balance growth, risk management, and future planning. You can be confident that your estate plan is being overseen by professionals with years of experience and industry-recognized certifications.

We also partner with trust and estate planning attorneys to ensure you get the legal expertise you need, whether you have a simple estate plan or a more complex one.

A client-centered approach that puts you first.

We start every estate planning process by understanding your needs, goals, and dreams. We recognize that every client is different, and so are their financial situations and estate planning priorities. Whether you’re looking to provide for your children, contribute to a cause you’re passionate about, or minimize taxes for your heirs, we take the time to listen and learn what matters most to you.

Comprehensive services for every stage of life.

Whether you’re starting your family, managing a successful business, or planning your retirement, we offer estate planning services designed to meet your needs at every life stage.

Wills and Trusts

These help you create clear directives for how your assets should be distributed. We partner with trust and estate planning attorneys to help you establish a will and, if necessary, trust structures that allow for smooth wealth transfer, tax efficiencies, and the protection of beneficiaries.

Tax Planning

Estate taxes can be a significant burden, but we’re here to minimize that impact. Our estate tax planning services focus on reducing tax liabilities, preserving more of your wealth for your loved ones and the causes you care about.

Healthcare directives and powers of attorney

Your estate plan should also protect your personal wishes in times of incapacity. We assist with healthcare directives and powers of attorney so your healthcare and financial decisions are in trusted hands if you are ever unable to make them.

Charitable giving

For many clients, leaving a legacy means giving back to the community or supporting a cause that’s close to their heart. Our team can help you structure charitable giving strategies to maximize both the impact of your gift and the tax benefits for your estate.

Business succession planning

If you own a business, we help prepare your estate plan to include a clear succession plan so that your business continues to thrive. We provide guidance on structuring business interests to transition smoothly, whether to family members, partners, or a sale.

Beneficiary reviews and updates

As life changes, so do your estate planning needs. We can review your estate plan so that it evolves with your financial situation, family dynamics, and any changes in the law. Keeping your plan up to date so that it continues to meet your goals.

In-house Notary

We have a Notary on our team who can help with those documents that require Notary Services. This is a service we provide at no charge to our clients.

Why choose Stadia Financial?

Choosing Stadia Financial means choosing a wealth management firm that views estate planning through the lens of your personal goals and values. With our team of certified professionals, commitment to client-first service, and a focus on both peace of mind and financial growth, we strive to be the partner you can trust to guide your estate planning journey.

Personalized plans.

No two clients are the same, and neither are their estate plans. We design your plan so that it is uniquely tailored to your personal circumstances and financial objectives.

Holistic approach.

Estate planning is one piece of the larger wealth management puzzle. We integrate your estate plan with your overall financial strategy so that every aspect of your wealth is working together seamlessly.

Transparent communication.

We believe in transparency and clarity. Our team breaks down complex concepts into easy-to-understand language and keeps you informed throughout the entire process.

Ongoing support.

Your estate plan is a living document, meant to grow and evolve with you. We offer regular reviews and updates so that your plan remains aligned with your goals, no matter how your life changes.

Peace of mind.

Above all, our goal is to provide you with peace of mind. Knowing that your financial future and the well-being of your loved ones are secure allows you to focus on what truly matters in life.

A long-term partner on your financial journey.

Retirement planning is an ongoing process that evolves as your life does. When you choose us as your wealth management firm, you’re choosing a partner for the long term. We walk with you every step of the way, from early financial planning to retirement and beyond, ensuring that you meet your goals while living the life you want.

Our commitment to your success doesn’t end once your retirement plan is in place. We’re constantly reviewing, adjusting, and fine-tuning your strategy as life circumstances and market conditions change. With our team by your side, you can feel confident knowing that your retirement plan is always on track.

Let’s build a plan together.

If you’re ready to take control of your estate planning, contact us today for a consultation. Together, we’ll build a plan that reflects your values, meets your needs, and secures your financial future.