WHY STATERA

Life is full of decisions. The Statera Experience is designed to bring it all together. The foundation of a strong financial plan is far more than having a diversified portfolio within your risk tolerance. It’s about making decisions that continue to present themselves throughout your life in all areas of your financial world, including your investments, your estate, your retirement, your legacy and your business. With specific expertise in wealth management, we are committed to helping you navigate life’s decisions in concert with the advice of your CPAs, attorneys, and other professional advisors.

RETIREMENT & INVESTMENT PLANNING

Balance is key. Whether you are in the accumulation phase of life, or have transitioned into the distribution phase of life, our goal at Statera is to give you the tools and resources necessary to make financial decisions to help you reach your objectives, as well as simplify your life so that you can spend your time on the things that most matter to you.

ESTATE PLANNING & PHILANTHROPY

You have worked hard to accumulate your estate. Let’s make sure it goes where you want it to, whether that’s to family members, charities or a combination of both. Statera works in tandem with your CPAs and your attorneys to design and execute the estate plan that achieves your desires in the most tax-efficient manner possible. Effective estate planning is a lifelong process of building, managing, protecting, using and eventually transferring your assets in the most efficient manner.

BUSINESS OWNER SOLUTIONS

As a business owner you’re busy and have a lot on your mind. Let us help simplify your life as your trusted partner so that together we can build your business in the most efficient way, maximize your wealth, protect your assets and key employees, and create a plan to make sure your organization lasts after you exit. At Statera, we create customized, unique strategies to help strengthen the potential of your business.

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