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Statera means balance in Latin. With wealth comes responsibility. It’s not our money that makes us happy – it’s what we can do with it. Finding balance means helping our clients determine the most important things in their life, then helping them navigate how they can do those things to a greater degree.
OUR PURPOSE is to help people disconnect from the concerns of money so they can focus on the most important things in life. Our unique planning and management process helps clients in all aspects of accumulating, preserving, enjoying and distributing wealth to achieve financial peace of mind. We are passionate and committed to what we do.
OUR CUBE REPRESENTS all the moving pieces within their financial world. As we “bring it all together,” we strive to give our clients confidence that all of the gaps are filled, allowing them to focus on what is most important.
COMMITMENT: The state or quality of being dedicated to a cause. We are resolved in the effort of improving the lives of our clients, our families and our team. Through our commitment, we hope to gain the trust and confidence of those we serve. We are relentless in our pursuit of improvement and refinement.
INTEGRITY: The quality of being honest and having strong moral principles; moral uprightness. Our mandate is to act in our clients’ best interests. We see this at a much deeper level and strive to do the “right thing” every time, not just with our clients, but with each other and in all aspects of our lives.
AUTHENTIC: True to your own personality, values, and spirit, regardless of the pressure to act otherwise. Individuality is to be celebrated! The Statera Family is at its best when we leverage our strengths and acknowledge our weaknesses. Our values are ever-present, and we do not compromise. We own our mistakes and celebrate improvements.
FAMILY: We prefer the Hawaiian definition of Ohana or “Extended family”. We work, struggle, succeed, laugh, cry, play and thrive together. We care about each other’s lives and are genuinely interested in creating a richer experience for one another. We are the Statera Family.
KNOWLEDGE: Facts, information, and skills acquired by a person through experience and education. Knowledge is our life-long pursuit. We seek to have the answers and solutions for our clients as well as the experience to put them into action. We also believe that knowledge is to be shared with clients to empower their lives for the better.
It’s important that we understand what your past experience has been and the type of Financial Advisor relationship you are looking for before we move forward.
Are you still accumulating wealth or are you in your distribution phase? Do you own a business and require guidance on investment options or employee benefits? Are you conservative or do you take risk? We want to know who you are, what you are planning for, where you are now, and where you want to be in the future.
We start designing a plan around our discovery meeting. One of the most difficult decisions to make is to go with your emotions, or to go with the math. It’s at times like these that building a quantifiable plan helps you make decisions that can satisfy both. When we design plans, it’s often necessary to build in multiple scenarios under different circumstances, giving you the confidence that you need to make these life-long decisions.
After we have created the plan and you are ready to move forward, we look at the universe of products to help determine which products and services will help fulfill the plan most appropriately.
All of your strategies are executed and continually monitored with your customized website which provides you with a single access point to your financial world.
Through your personal financial portal you will have the ability to aggregate all of the important data within your financial world and access a consolidated, real-time financial snapshot from anywhere at any time.
Our financial planning system will help to give you a better understanding of where you are today, what it might take to get you to tomorrow, and where you may be able to expand your financial plan.
This portal gives you the power to view and monitor accounts and asset allocations, download and print reports, create budgets, and even alert you of the financial factors that may impact your ability to achieve your goals.
In addition, you will be able to view calculators that show the possible outcome of changes to your plan based on items such as age, short-term and long-term goal funding, savings goals and alterations to your asset allocations.
The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for the 2024 tax year.