Products & Services

At Stern & Heatwole Financial Group, we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • Fixed and variable annuities

Insurance

  • Life insurance
  • Disability insurance
  • Long-term care insurance

Retirement

  • 401(k) plans
  • Profit-sharing plans
  • SEPs
  • SIMPLE IRAs
  • 403 plans
  • Traditional & Roth IRAs
  • Single Ks

Other Services

  • Wealth transfer strategies
  • Cash-flow analysis
  • Investment allocations
  • Education funding & 529s
  • Succession planning