Stivers Financial Services

The Process

the four foundational cornerstones

four cornerstone process

Utilizing a unique Four Cornerstone Process, we are able to evaluate your current stage in retirement and choose the perfect products and services that align with your goals and your current situation. Education is key in creating an effective retirement plan, at Stivers Financial Services, education will always come first.

Become better equipped to make sound decisions when it comes to retirement planning.

The four cornerstone process is designed to assist you in achieving your goals, needs, and dreams in retirement by focusing on what is most important to you.

Risk Management

Provide financial planning concepts for his clients that have the potential to protect their principal against catastrophic and volatile market losses.

Investment Management

Provide stable growth potential through utilizing risk managed approaches that have the ability to adapt to volatile economic and market conditions, changing political climates, and changing interest rate environments

Retirement Income Planning

Provide strategies that have the potential to produce stable income for life for his clients in retirement, regardless of market performance, interest rates, or longevity.

Legacy Protection

Provide clients with legacy and estate planning concepts that assist in providing them the confidence that their remaining assets will be cared for as they have arranged.

Become better equipped to make sound decisions when it comes to retirement planning.

The four cornerstone process is designed to assist you in achieving your goals, needs, and dreams in retirement by focusing on what is most important to you.

Risk Management

Provide financial planning concepts for his clients that have the potential to protect their principal against catastrophic and volatile market losses.

Investment Management

Provide stable growth potential through utilizing risk managed approaches that have the ability to adapt to volatile economic and market conditions, changing political climates, and changing interest rate environments

Retirement Income Planning

Provide strategies that have the potential to produce stable income for life for his clients in retirement, regardless of market performance, interest rates, or longevity.

Legacy Protection

Provide clients with legacy and estate planning concepts that assist in providing them the confidence that their remaining assets will be cared for as they have arranged.

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