Who We Serve
Financial Guidance for Every Path in Life
At Stafford Wealth, we serve clients from all walks of life, offering personalized financial strategies that align with your unique goals. Whether you’re just starting your financial journey, planning for retirement, or managing a business, our team is here to provide experienced guidance every step of the way. We understand that no two clients are the same, and we’re committed to helping you build, grow, and protect your wealth for a secure and fulfilling future.
Individuals & Families
Generational Planning
Life changes quickly, and we’re here to help you keep up. Whether you’re welcoming a new child, buying a home, or navigating a major life change, we’re here to help you build a financial plan that adapts to your family’s evolving needs.
Tax Planning*
We’ll help you create a tax strategy that identifies opportunities for savings, optimizes deductions, and minimizes liabilities, so you can navigate tax season with confidence and keep more of what you earn.
Retirement Planning
We’ll help you build a strategy for saving, investing, and staying on track, so you feel confident in your ability to navigate the road ahead and enjoy retirement with peace of mind and financial security.
Business Owners & Executives
Succession Planning
We help business owners plan for what’s next, whether it’s selling, passing the business to the next generation, or preparing for retirement. Focusing on tax strategies and long-term goals, we’ll guide you every step of the way.
Executive Planning
We work with executives to maximize the value of stock options, RSUs, and other benefits while planning for taxes and long-term wealth. Our goal is to help you align your compensation with your financial future.
Employer Benefits
We work with plan sponsors, boards, and HR teams to design and manage plans that balance employee needs with organizational goals, offering ongoing support every step of the way.
* Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Learn How We Can Help
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.