Company

With over 70 years of combined experience, Stern & Heatwole Financial Group is dedicated to building long-term relationships with both individuals and businesses through quality work and personal service. Our philosophy is based on long-term investing, diversification and client education.
The professionals at Stern & Heatwole work with all levels of financial investors:

Individuals just getting started on their financial path, those in retirement and everyone in between. We cover the whole spectrum of financial planning, from managing cash flow to helping build investments and securing appropriate insurance coverage, such as life, disability and log-term care insurance. Wherever you are on your path, we can assist with your education, investment, retirement and insurance planning needs.

Businesses and their owners seeking help with succession, strategic and retirement planning. We assist companies with analyzing and managing their corporate needs. In addition, we specialize in the entire qualified retirement plan process: We meet with the trustees, design or restructure the plan, assist with the investment selection, and communicate the details of the plan to the employees.

For both individual and business clients, we take pride in customizing the solutions for your specific needs.

Our Process

  • Establish and define the client-planner relationship
  • Gather data and help you define your goals
  • Analyze and evaluate your financial status
  • Develop and present recommendations and/or alternatives
  • Implement recommendations
  • Help monitor and adjust your financial map as needed along the way

An Educated Consumer Is Our Best Client

We take responsibility for your continuing financial education. During the planning process, we discuss your expectations, set periodic meetings with you to assess your progress and if necessary, make adjustments to your plan.