Financial Planning

Financial Architect: Planning and Investment Services

At Stallion, we help you plan, design and execute a financial blueprint that takes into account all aspects of your lifestyle—now and into the future.

As your Financial Architect, our professional consulting services include:

  • Tax and estate planning
  • Wealth management and reporting
  • Corporate planning
  • Investment oversight
  • Retirement planning
  • Business succession planning
  • Family office services
  • Alternative investments

Unbiased Financial Planning

Stallion is a fee for service planning firm, meaning we’re invested in your success. The Stallion team acts as your unbiased financial architect, designing your plan without influence. We’re interested in building the right plan for you, so you can feel confident in paying us to plan objectively, regardless of your investments.

Fee for Service Planning
Stallion Financial offers three types of planning to help design your financial success:

1) The Entrepreneur:

Not just for small businesses, The Entrepreneur plan is geared towards business owners of all types and sizes. An extensive review of your personal and business finances ensures all aspects of your wealth are considered when mapping out your personalized plan, including tax, estate and succession planning.

2) The Corporate:

This Executive-level plan takes in to consideration your personal wealth and corporate financial management. We assess your unique role in your corporation and build a comprehensive plan that includes all aspects of your life—perfect for CEOs, COOs and any C-Suite executive.

3) The Tax Scrub:

A robust look into your financial life analyzes your unique tax situation to identify where your wealth could be working harder. An extensive financial review, including tax and estate planning, builds a customized plan that expertly maps out how to achieve your best financial success.

Let’s Discuss Your Financial Blueprint

We’re passionate about helping individuals build secure financial success. Get in touch with our team to see if Stallion is the right fit to help achieve your wealth goals.
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