Financial and Retirement Planning

Why Statera FinancialNew Window

Because we treat you and your goals like they are ours.
We want to give you confidence and clarity so you can spend time doing the things that are most important to you, and not worry about your financial future.

Retirement Planning Case Studies

Nearing Retirement

Elizabeth Nearing Retirement AGE: 56 PROFESSION: Project Manager PRIMARY GOAL: Consolidate investment accounts, reduce taxes, create a reliable retirement income stream. After accumulating wealth working for 7 different companies, Elizabeth was ready to think about retirement. She currently holds a variety of investment accounts, including …

Divorcee Case Study

Recently Divorced

Maureen Recently Divorced AGE: 65 PROFESSION: Retired PRIMARY GOAL: Understand the dynamics of the family finances before the divorce. Educated herself on the investments that she now has. Learn what financial responsibilities she will have from this point on. Maureen was married for over 30 years and …


Angela & Brad Retired AGE: 66 & 65 PRIMARY GOAL: Reduce taxes, realign investments, and create a reliable income stream in retirement. Angela and Brad recently retired from successful careers and have lots of plans for the future. They want to ensure that their retirement …