Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Stallings Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. With more than ten years of experience, we offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.
While we work with a broad range of clients, we specialize in working with educators, including both K-12 and higher education. We also work with medical professionals who are seeking financial education and strategies to pursue their goals. Based in Muncie, Indiana, we serve clients in the East Central Indiana area, and we are licensed in Florida, California, New York and many others.
Contact us today to learn more about our comprehensive services or to set up the first meeting.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Couples may be able to head off many of the problems in a marriage that money can cause.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Four vacation destinations you might never have thought of.
Being healthy not only makes you feel good, it may also help you financially.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Around the country, attitudes about retirement are shifting.