Investment Planning

Review of Portfolio

Asset Allocation Analysis

Risk Tolerance

Time Horizon

Investment Policy Statement

Stock Concentration

Review Investments Held Outside
   of Firm


Estate Planning and Charitable Giving Review Services



Powers of Attorney

Health Care Powers of Attorney

Living Will

Irrevocable Life Insurance Trusts

Estate Analysis

Guardians for Minor Children

Charitable Giving and Trusts


Retirement Income Planning

Retirement Goal Setting

Stifel Wealth Strategist Report®

Retirement Income Analysis

Social Security Analysis

Medicare Education

Business Planning

IRA Contributions and Conversions

Employer-Sponsored Plans and     401(k)s


Annuities and Pensions

Required Minimum Distributions

Withdrawal Strategies

Self-Employed Retirement Plans

Company Retirement Plans


Insurance Review and Analysis

Review of Existing Insurance                Policies

Life Insurance Needs Analysis

Long-Term Care Needs Analysis

Disability Needs Analysis

Liability Coverage Reviews


Cash Flow and Budget Guidance

Income Sources

Expenses and Budgeting

Debt Management

One-Time Expenses

Planned Large Expenses

Emergency Funding


Assistance to Loved Ones

Gifting Strategies

Legacy Planning

Inheritance Planning

Education Planning

529 College Savings Plans


Roth IRAs for Children



Income Tax Education

Cost-Basis Review

Review of Realized Gains

Carry Forward Losses

Tax Loss Harvesting

Tax Deductions and Credits

Potential Roth Conversions

Health Savings and Flexible 
   Spending Accounts


Concierge Service:

Coordinate with other professionals, such as your attorneys and accountants

Hold defined schedule of meetings to insure that all planning is well coordinated and implemented.

Maintain copies of documents, such as insurance policies, estate planning, legal documents, and tax returns



Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.

Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.