Check the background of this financial professional on FINRA's BrokerCheck.
Hans Stumm

Services

I offer access to many financial services and products. They include:

Constructing a Financial Model
A financial model is a detailed picture of your assets, liabilities and income. When we insert your financial goals into the model, it reveals the opportunities and challenges that you will face over the next few years. The model also serves as an excellent tool for determining an optimal tax strategy.

Retirement Plans
If you are confused by the array of your retirement savings plans - IRAs, 401(k)s, defined pension plans, etc., - I can provide an integrated picture of your investments and possibly suggest ways to simplify your retirement investments.

Estate Plans
Should all my assets be in my name or my spouse's name? Should I set up a trust? I can model various plans so you can see the impact of various choices.

Educational Funding

With the high cost of education today, planning is essential, whether it is for your children or for your grandchildren.

Investment Management
A good night's rest is worth a great deal. Let me help you understand your Risk Tolerance Profile and determine how well your current investments fit that profile. I will manage your investments to help work towards your goals and risk profile.

Other Financial Needs
You may want a second opinion on a venture investment or need help planning for a change in income or residence or need advice about a particular business opportunity - whenever you need sound, responsible, objective financial advice, give me a call.


 Access Your Account


  Wealthvision


Free Financial Risk Analysis
You need to know where you stand today to plan for tomorrow. Let us help you work towards your goals.


Newsletters
Get monthly updates on the financial news that matters to you.








 
 
 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Stumm Financial Services are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:
CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, NC, NJ, NH, NM, NY, OK, PA, RI, TX, VA, VT, WA, and WI.

If your state of residence is not listed, please locate an LPL Registered Representative in your state of residence by accessinghttp://www.lpl.com or calling 1-800-877-7210. Securities and investment information provided on this site are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Mr. Stumm is a Registered Representative with and offers securities and financial planning through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™ and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2015 J. Hans Stumm

 
 


Check the background of this financial professional on FINRA's BrokerCheck.