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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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Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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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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