Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare [...]

Beware of Emotions Affecting Your Money Decisions

Today’s impulsive moves could breed tomorrow’s regrets. Provided [...]

Before You Claim Social Security

A few things you may want to think [...]

Financial Planning with Health Insurance in Mind

How much might health care cost you someday? [...]

Perspectives
Quarterly Economic Update
Client Account Access

Tax Optimized Wealth Management

Rotz & Stonesifer Financial Services, LLC delivers tax optimized wealth management services to a select group of closely-held business owners, successful individuals and their families. Through a combination of capabilities and professional experience, our independent holistic approach includes investment, tax, retirement, estate, insurance and education planning to help enable you to accumulate, protect, distribute and transfer your wealth.

As a provider of wealth management services, Rotz & Stonesifer Financial Services, LLC enjoys shared trust through independent solutions so that you may honor the important commitments you make.

Method 10™ Elements

Rotz & Stonesifer Financial Services, LLC addresses each of the 10 separate areas of your Comprehensive Wealth Management Plan and referred to as Method 10™. The power of Method 10™ is that it allows your wealth management advisor to weave these diverse elements into a unified, tax optimized wealth management plan.

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