Financial Services

At Stephen Mathias & Co., we wish to provide you with professional financial advice. We also provide financial planning in order to help you achieve your long and short term financial goals.

Pre-Retirement and Retirement

For those nearing retirement or recently retired, you may need assistance understanding how and when to begin taking distributions from your retirement accounts. We can help you set up periodic distributions in order to reach the guidelines set by the IRS and to best suit your needs as you enjoy your life in retirement. If you are planning to retire in the next few years, we can help you set a plan in place to determine the best way to make your money last through retirement or to pass on in an estate.

Working Individuals

If you are not nearing retirement, we can help you set up and manage your retirement accounts. We will work with you to create a plan for you to maintain your current lifestyle throughout retirement. We can help you manage your 401k or 403b plans; set up or maintain a Traditional, Roth, or SEP IRA; as well as, help you plan for life events like college or home ownership.

Investments

Whether you are nearing retirement or fresh out of college, we have a variety of products available for investment, that will ensure diversity and growth in your portfolio. We offer investments in Common Stock*, Bonds*, Treasury Bills*, Government Securities*, Treasury Notes*, and Variable Annuities*.

*Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.