Achieve Financial Freedom With Robust Wealth Management Services

At Stokes & Company CPAs, we believe that wealth management is about more than just investments—it’s about building a comprehensive financial plan that aligns with your goals, values, and future aspirations. Our partner wealth management firm, R&R Financial Advisors, offers a holistic approach so that every aspect of your financial life is working together for your long-term success.

Achieve Financial Freedom With Robust Wealth Management Services

At Stokes & Company CPAs, we believe that wealth management is about more than just investments—it’s about building a comprehensive financial plan that aligns with your goals, values, and future aspirations. Our partner wealth management firm, R&R Financial Advisors, offers a holistic approach so that every aspect of your financial life is working together for your long-term success.

Wealth Management Services

  • 1. Income Planning

    We focus on strategies to provide reliable and predictable income throughout your retirement, ensuring you can confidently cover your expenses. Services include:

    • Customized retirement income strategies.
    • Social Security optimization for maximum benefits.
    • IRA and 401(k) rollovers to consolidate and manage your retirement savings.
    • Annuities to provide guaranteed lifetime income.

  • 2. Investment Management

    Our goal is to create a diversified portfolio that balances growth and risk, tailored to your unique needs and objectives. We offer:

    • Comprehensive wealth management strategies.
    • Access to alternative investments for diversification.
    • Detailed portfolio analysis to minimize fees and maximize returns.

  • 3. Tax-Efficient Wealth Strategies

    Taxes can significantly impact your wealth. We implement strategies to reduce tax liabilities and grow your investments efficiently:

    • Tax-efficient income strategies to optimize your withdrawals.
    • Roth IRA conversions for tax-free growth opportunities.
    • Tax-loss harvesting to offset capital gains.

  • 4. Estate Planning

    Protect your legacy and ensure your wealth is passed on efficiently with our estate planning services. We collaborate with trusted legal professionals to assist with:

    • Creating wills and trusts.
    • Developing strategies for probate avoidance.
    • Designing charitable giving plans that align with your values.
    • Comprehensive IRA legacy planning.

  • 5. Healthcare and Long-Term Care Planning

    Prepare for rising healthcare costs with proactive strategies to ensure your financial stability in later years. Services include:

    • Guidance on Medicare plans (Parts A, B, and D).
    • Planning for long-term care costs.
    • Evaluating life insurance options as part of your strategy.
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R&R Financial Advisors’s Approach to Wealth Management

Our proven three-step process ensures that your financial plan is clear, effective, and aligned with your future goals:

  1. Discovery: We take the time to understand your unique financial situation and long-term objectives.
  2. Strategy Development: A customized plan is crafted to address every aspect of your financial needs.
  3. Ongoing Support: Regular reviews and adjustments keep your financial strategy on track as your life evolves.

Why Choose R&R Financial Advisors for Wealth Management?

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  • Comprehensive Expertise: Our team combines decades of experience in financial planning, tax strategies, and investment management.
  • Personalized Guidance: Your financial goals are unique, and we treat them as such, tailoring strategies to your specific needs.
  • Proactive Approach: We anticipate challenges and adapt your plan to meet evolving financial and economic conditions.

Plan for Your Financial Future Today

As a Stokes & Company CPAs client, you’ll have access to more than just accounting and tax services. With our cross-disciplinary partners, like R&R Financial Advisors, you’ll receive comprehensive financial support and gain trusted partners dedicated to your success. Whether you’re planning for retirement, managing investments, or protecting your estate, we’ll make sure you’re guided every step of the way.

Get Started Today

Contact Us Today for a free consultation and take the first step toward financial confidence and security.

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