About Us
We Are Statera Financial Planners
Comprehensive Wealth, Health, and Legacy Solutions
Holistic Financial Planning Services
Our core mission revolves around empowering you with the necessary information, enabling insightful decision-making regarding your finances and life journey.
A distinctly holistic approach focuses on crafting a nuanced understanding of your unique circumstances.
Encompassing your individual needs and aspirations, you’ll have access to our breadth of knowledge and an array of tools to foster enduring financial success.
Independent Advisory Excellence
Embracing our role as independent financial advisors, Statera Financial Planners is committed to objective and unbiased counsel.
Free from the constraints of affiliating with specific financial institutions, you gain the power of choice as we identify and recommend optimal solutions for you.
Your independence and your future are the cornerstones of our client-centric philosophy, ensuring that our guidance is always aligned with your best interests, goals, and values.
Commitment to Your Fiscal Success
Feel secure knowing that you will always have our utmost attention, comprehensive skillset, and informed guidance when and where you need it.
By employing a collaborative team approach, we ensure that every strategy we propose is meticulously crafted to support your financial objectives.
Your success is our success, and we remain steadfast in our promise to be your trusted partner on the path to financial security and prosperity.
As financial planners, we do not provide specific tax and legal advice. You should always consult your accountant and/or lawyer where necessary. Because of the many ways a strategy may be impacted when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in the overall best interest of you, with your professionals working with common goals in mind.
You are never obligated to act on our recommendations of products, services, or advice.