Services

The team at TJ Stearns Inc. works diligently to provide the convenience of one-stop, comprehensive financial planning, wealth services, and estate protection.

Office services for individuals, families, and businesses, we can create a plan for everything from growing your family to planning college and opening your own business to retirement. Contact our office today to learn how we can help your family or business develop the strategies and solutions to reach your financial goals.
 

Business Strategies

Business
Strategies

Wealth Management Services

401(k) / 403(b)

Simple / SEP IRA

Customized Plan Design

Executive Compensation

Deferred Compensation

Profit Sharing

Employee Education

Qualified Pension

Buy-Sell Funding

Insurance

Key Person Insurance

Group Health Insurance

Group Life / Disability Insurance

 

 

 

 

Individual/Family Strategies

Individual/Family Strategies

Wealth Management Services

Wealth Protection

Asset Allocation

Securities Brokerage

Mutual Funds

Private Money Managers

Retirement Income Planning

Fee-Based Planning

College Planning

Variable / Fixed / Indexed Annuities

Estate Analysis

Trust Funding

Insurance

Life Insurance

Health / Dental / Vision Insurance

Disability Income Insurance

Long-Term Care Insurance

Medicare Advantange / Supplement & Rx Insurance

TJ Stearns
Property & Casualty

Home

Auto

Motorcycle

Renters

Business

Boat

Umbrella