Experience counts when it comes to overseeing investments. For those in the Southwestern United States seeking guidance about managing their assets to help ensure a confident retirement, you may turn to the powerful resource of Stafford Wealth Management, LLC. Since 1981, owner Bill Stafford has helped clients navigate the changes in their financial and economic needs, guiding their financial plans from one generation to the next.
Stafford Wealth Management believes that stewardship over clients’ money involves a holistic view encompassing both risk and investment management so they can work toward achieving their goals. Understanding the importance of helping clients make the best financial decisions possible, Stafford strives to offer them honest financial strategies to real life problems. In this vein, Stafford offers access to investment management services, thousands of mutual funds from a variety of investment brokers and products and services from numerous insurance companies.
With a focus on estate and retirement planning for individuals and business owners, Stafford Wealth Management addresses the financial-services needs of businesses, estates, charitable organizations and individuals. Stafford also offers services related to business continuation and deferred compensation plans, executive planning services, wealth preservation and accumulation, fixed income and equity investments, long-term care insurance and more.
A graduate of UCLA, Bill Stafford has been a financial advisor for more than 33 years, during which he has earned the CFP designation and a Master’s Degree in Financial Services (MSFS) and he has qualified for numerous awards that recognize his leadership, outstanding performance and exceptional service to his clients. Among the accolades, Stafford Wealth Management, LLC, was selected by Leading Providers as one of the leading wealth managers of the Western United States for 2011 for the third year in a row (as seen in Forbes, based upon exceeding criteria for Years of Experience, Advanced Certifications, and Comprehensive Services).
Consider using the resources of Stafford Wealth Management to work for you. Contact Stafford for a complimentary consultation about developing, reviewing or updating professional or personal financial strategies while working toward your wealth-management goals.
CA Insurance License #0608781. William Stafford is an Investment Advisor Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., 7735 3rd Street North, St. Oakdale, MN 55128, (800) 800-2638 Member FINRA, SIPC and Registered Investment Advisor. Stafford Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities.