More Than A Financial Strategy

More Than A Financial Strategy

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A Client-Centered Approach

A Client-Centered Approach

Regardless of the level of wealth, you can live a better life if your finances are properly managed and well-understood.  This concept inspired our Founder, Krista Stamper, to pursue a career in financial services to help you live a life focused on what’s truly important.

Our Services

Retirement

Retirement

Where will your retirement money come from?  If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Stamper Wealth & Retirement Group wants to help you enjoy the fruits of your labor.  I can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Estate Management

Estate Management

Effective estate management enables you to manage your affairs during your lifetime and beyond.  With nearly 30 years of experience, Stamper Wealth & Retirement Group will help secure your legacy for future generations.

Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes.  We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Learning Center

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Have a Question? We Can Help.

I am a Financial Advisor with a primary focus on individuals and families planning for, approaching, or already in retirement. I meet clients at the confluence of their life, their investments, the market, and our economy, providing navigation along all stages of the retirement journey.

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