Stoneworth Financial Group

Financial planner in Westerville, OH (show on map)

Stoneworth Financial Group helps clients define, realize, and manage the retirement they want and deserve through comprehensive financial planning and specialized expertise.

Call (614) 410-6747

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About

At Stoneworth Financial Group, retirement may just happen, but it takes planning, commitment, and a vision for what you want and how to pursue it. The firm helps clients define, realize, and manage the retirement they want and deserve through comprehensive financial planning, investment management, retirement planning, investment tax analysis, insurance review, estate planning, and qualified plan account advice.

Areas of emphasis include investment management, retirement planning, investment tax analysis, insurance review, estate planning, and qualified plan account advice for individuals.

Specialized knowledge and experience in financial planning

Professional model focusing on process-driven solutions

Comprehensive suite of services including retirement, estate, and risk management

Services

Accumulation Planning

Addresses an individual's investment needs, asset allocation, and suitability of different types of securities in light of goals and risk tolerance.

Asset allocation Investment suitability analysis Insurance and emergency fund recommendations

Retirement Planning

Evaluates current financial standing and creates an accumulation strategy to ensure a desired retirement lifestyle.

Tax-advantaged accumulation strategies Distribution planning for retirement assets Social security and personal savings gap analysis

Estate Planning

Preserves assets for the next generation and ensures tax-efficient distribution.

Will and trust preparation Tax minimization strategies Asset protection planning

Risk Management

Protects assets through insurance and other risk mitigation strategies.

Insurance review and selection Asset protection planning Contingency planning

Business Planning

Helps business owners grow and manage their businesses financially.

Business valuation Capital structure planning Succession planning

Taxation

Minimizes tax burden through strategic planning and analysis.

Tax-efficient investment strategies Tax analysis of retirement and estate plans Tax compliance support

Credentials & Certifications

CFA Charterholder

Since 2006

CFP®

Since 2006

CAIA

Since 2010

Frequently Asked Questions

What is the difference between accumulation and retirement planning? +

Accumulation planning focuses on growing assets through investment strategies and asset allocation, while retirement planning specifically addresses the distribution of those assets in a tax-advantaged way to support a desired retirement lifestyle.

How does Stoneworth Financial Group protect my assets? +

Stoneworth Financial Group offers risk management services, including insurance review and asset protection planning, to safeguard assets against unforeseen events.

What types of retirement accounts does Stoneworth Financial Group advise on? +

Stoneworth Financial Group advises on qualified employer-sponsored plans (e.g., 401(k)s), individual retirement accounts (IRAs), personal savings, and executive deferral plans, focusing on maximizing growth and minimizing tax impact.

What is the role of the Commonwealth Research Team? +

The Commonwealth Research Team provides investment management and research support, ensuring prudent investment advice, asset allocation recommendations, and timely market insights for Stoneworth Financial Group clients.

How does Stoneworth Financial Group handle alternative investments? +

Stoneworth Financial Group, through its alternative investments team, offers analysis, approval, and ongoing monitoring of alternative investment products such as private equity, private credit, hedge funds, real estate, infrastructure, and commodities.

What is the significance of the 'Professional Model' mentioned in the overview? +

The 'Professional Model' emphasizes leading with a process rather than a sales model, focusing on leading with a process of comprehensive financial planning and tailored solutions for clients.