Alternative Gift Ideas
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin Alternative Gift Ideas Written by staterafp Published on November 30, 2023 Share This If you are looking for something different, consider […]
Your Professional Network
Your Professional Network Written by staterafp Published on December 4, 2024 Share This At Statera Financial Planners we know that it takes a network of professional individuals to meet all your life’s needs in the most effective way possible. We will never provide specific tax and legal advice to overturn that of a lawyer, accountant, […]
Estate at Ease
Estate at Ease Written by staterafp Published on December 4, 2024 Share This The death of a loved one brings not only grief, but an overwhelming amount of paperwork to complete. It can be hard to know what to do or to find the energy to do it. That’s where Estate at EaseTM, offered through […]
Learn more about Darlene Koop
Learn more about Darlene Koop Written by staterafp Published on November 9, 2023 Share This With over a decade of customer service and administrative experience, Darlene is passionate about building relationships and helping others. Since joining Statera Financial Planners in April 2022 she has been managing the investment administration and assists with day to day […]
Learn more about Rita Koch
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin Learn more about Rita Koch Written by staterafp Published on November 2, 2023 Share This Strategic Budgeting: A Key to Business […]
8 Traits of an Ethical Financial Planners
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin 8 Traits of an Ethical Financial Planners Written by staterafp Published on October 26, 2023 Share This So you have made […]
Reasons for Unhappiness in Retirement
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f Jki-twitter-light Jki-instagram-1-light Linkedin Reasons for Unhappiness in Retirement Written by staterafp Published on October 19, 2023 Share This Reasons for Unhappiness in Retirement Many […]
What To Expect From The Financial Planning Process
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin What To Expect From The Financial Planning Process Written by staterafp Published on December 4, 2024 Share This What To Expect […]
What is an RDSP?
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin What is an RDSP? Written by staterafp Published on September 28, 2024 Share This What Is An RDSP? The Registered Disability […]
What is the Disability Tax Credit?
Home Services Financial Planning Wealth Health Legacy Family Business Owners About Us About Us Our Philosophy Our Team Who We Serve Why Choose Us Contact Resources Client Login Our Blog Facebook-f X-twitter Jki-instagram-1-light Linkedin What is the Disability Tax Credit? Written by staterafp Published on September 21, 2023 Share This What is The Disability Tax […]