StoneWolfe Financial, Inc.
"Financial Success is not a matter of chance, it's a matter of knowing your options and how to use them to your best advantage"
Just as the roots of a great tree provide its solid foundation to grow strong and flourish, the same can be said for a thorough financial plan. StoneWolfe Financial works with each client to create and nourish their own solid financial foundation so that the scenery along life's path brings more joy and security than could ever be expected.
Growing ~ Preserving ~ Protecting
StoneWolfe Financial is an independent firm, led by Bonnie s. Griffith, an "Investment Advisor Representative". We believe that financial planning is a process, not a product, and specifically tailor each plan accordingly.
The process is begun by determining your unique financial and personal goals. Then, we make recommendations based on the information gathered and choose from thousands of investment options to find the best mix for your situation.
StoneWolfe Financial is a full service financial planning and investment advisory firm serving ILL counties of Madison, Macoupin, Monroe, St Clair & South County in St Louis.
We offer services and products for a large variety of companies to meet your needs for:
- Mutual Funds & ETF"s
- Managed Money Accounts
- Life Insurance & Annuities
- 401 (k) Retirement Plan Conversions
- 403 (b)/ TSA Retirement Plans Conversions
- SIMPLE & SEP IRA's
- Traditional & Roth IRA's
- Long-Term Care Insurance
- Money Market Funds
- CDs
- Guaranteed Streams of Income that you cannot outlive
- Medicare Supplemental Plans
- Medicare Advantage Plans
- Structured Bond Portfolios
We collaborate with other financial and legal professionals to assure the accomplishment of your most important financial and life goals.
 Call us today at (800) 481 - 0819
email: mslegacy@gmail.com
Investment Advisory services offered through Brookstone Capital Management, a SEC Registered Investment Advisor.
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