Bringing it all together

Our Services

Transitioning to retirement? Starting or building a business? Looking to develop a new investment plan or enhance your existing plan? We have the experience and the tools to help you build a customized financial plan that includes all areas of your financial life.

Retirement Planning

We will work with you to develop an income plan that will compare your projected retirement income to your projected retirement expenses.

Financial Planning

We provide our clients with comprehensive wealth planning and access to their own personal financial portal within our wealth management system.

Investment Management

We work with you every step of the way to find an investment approach tailored to who you are and what your financial goals may be.

Social Security Optimization

We make sure your Social Security benefits are very much a part of our retirement strategy conversation.

Business Planning

we work hard to become a member of your team to create customized, unique strategies to help maximize your business potential and future success.

Legacy & Estate

Statera works in tandem with your CPA and your attorneys to design and execute the estate plan that achieves your desires in the most tax-efficient manner possible.

Financial Education for the St. George Community

Wealth University is our platform for providing financial education to our community. For years we have been educating the public on topics relating to achieving YOUR financial goals. Keep yourself educated while navigating your financial dreams. 

Schedule a Call
close slider