Why Stites Financial?

Since 1990, as independent financial professionals, our mission has been to be your trusted partner on the path to financial independence. We focus on client service and investment products, ensuring you receive a personalized plan tailored just for you. By understanding your needs, hopes, and concerns, we strive to make a meaningful difference for you, your family, your business, and your future.

Whether your goals are simple or complex, achieving them requires a comprehensive plan that includes:

  • Realistic Investment Strategy:  Achieving your desired level of return without taking on more risk than you can tolerate.
  • Retirement Plan: Ensuring you have the income you need for as long as you live.
  • College and Education Savings Plan: Addressing steadily rising costs.
  • Estate Plan: Meeting your goals for charitable giving and the effective transfer of wealth to your heirs.

Let us help you build an appropriate plan for your future.

Investment Services Supported Through LPL

With the substantial resources of our broker/dealer, LPL Financial, we offer a diverse range of investment services.

LPL Financial, a publicly traded company (LPLA), is one of the nation’s leading financial services companies. Its mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, ensuring that advisors affiliated with LPL are not pressured to sell specific products. Thousands of financial advisors nationwide rely on LPL’s tools and resources to provide financial guidance and recommendations to meet their clients’ needs.

AIF Designation: Rick Stites and Bob Stites

Rick Stites and Bob Stites have earned their Accredited Investment Fiduciary (AIF) designation, representing a thorough knowledge of and ability to apply fiduciary practices. AIF designees are known for their ability to assist others in implementing proper policies and procedures and for applying prudent processes in their own investment practices.

Thanks to fi360’s AIF Training programs, where advisors learn the legal and best practice framework to provide the best fiduciary practices, AIF was named one of the “Ten Most Wanted” designations by the industry from Financial Planning magazine.

 

 

Call us today at 734.930.2330 or email us here.  We look forward to helping you pursue your goals.