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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

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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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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