PERSONALIZED ADVISORY SERVICES
Experience financial planning tailored to you.
At Stadia Financial, our personalized approach to financial planning is rooted in our commitment to client satisfaction. It starts with recognizing you’re unique and the dreams you have for your financial future are not the same as others.
We take the time to get to know you and tailor our advisory services to where you envision life taking you and how you want to get there – all the while adhering to the highest standards of service, transparency, and ethical practices.
OUR PERSONALIZED SERVICES
Wealth Management
Our advisors work with you to create financial plans designed to help you manage, grow, and protect your wealth now and for future generations.
Investment Strategies
We create investment strategies personalized to each client, balancing the pursuit of returns with the need for stability and capital preservation.
Tax Planning
We develop strategies to minimize your tax liabilities using tax-advantaged investment vehicles and other investments that generate tax-efficient income.
Retirement Planning
Our advisors work to prepare you to live your desired lifestyle during retirement, which includes strategies for saving, investing, and withdrawing funds.
Asset Management
We offer fiduciary advice, portfolio management, and financial planning, leading to diversified portfolios that balance risk and reward.
Estate Planning
We help plan the transfer of your wealth to future generations, ensuring your assets are distributed according to your wishes and addressing tax issues.
Employer-Sponsored Retirement Accounts
We can help manage your employer-sponsored retirement account(s) as part of our holistic financial strategy. Let us help you take better control of your retirement security.
Frequently Asked Questions
We provide a comprehensive range of wealth management services, including financial planning, investment management, tax planning, estate planning, retirement planning, and risk management. Our goal is to tailor these services to meet your unique financial needs and objectives.
We begin with an in-depth consultation to understand your financial goals, risk tolerance, time horizon, and other personal preferences. Based on this, we create a personalized financial plan and investment strategy designed to meet your specific needs.
Our investment philosophy is centered on the needs of you, our client, with an emphasis towards long-term growth and capital preservation. We focus on diversified portfolios that minimize risk while seeking to achieve consistent, market-comparable returns. We employ a mix of investment strategies tailored to your risk profile.
Our fees are typically based on a percentage of assets under management (AUM), but we also offer flat fee or hourly rate structures depending on the services you require. We are transparent about our fees, and you’ll know exactly what you’re paying for. Note that our Stadia Capital Group Certificate of Investment charges no fees.
We recommend regular reviews, typically on a quarterly or semi-annual basis. However, we can meet more frequently if there are significant changes in your financial situation or market conditions.
“Wow! It’s nice Stadia is making a donation to World Vision. It just further reinforces in my mind that I’m giving my business to a good company “
Robert F.
Puako, Hawaii