Personal Finances Don’t Have To Be Overwhelming.
Sometimes it just takes a “lightbulb moment” to get started. Studle Financial helps you take control of your financial future. Find out how we can help.
Just because you are done working doesn’t mean your money is.
Retirement made easy.
Navigating retirement can feel a lot light driving on a dirt road in the dark. At Studle Financial, we’re here to help you make the smooth transition to your ideal retirement. Our products offer zero downside market risk – that means we hand-select products that preserve your hard-earned dollars. Let’s Talk Results.
We Are Real People Helping Real People.
We treat you like kin.
When you step in the door, we listen to your unique needs and create a plan that’s as comforting as a home cooked meal. Just as you might sit around the table at dinnertime with loved ones, we hope to create a similar atmosphere for our clients that is casual, comfortable, and built on trust. Our programs are specialized with your best interests in mind – so it’s no surprise that most of our business comes from good folks like you who refer their family and friends.
Is Your 401(k) Declining?
We make the transition as smooth as sweet tea on a hot summer day. Did you know that you may have access to your 401(k) prior to retirement? If you are changing jobs or turning 59 ½, you may have an opportunity to take control of your 401(k).
Retiring With an Employee Stock Ownership Plan (ESOP)?
Studle will help you milk your ESOP for all it is worth. We realize you have choices, and we would love an opportunity to help you shape your retirement years. Your asset belongs to YOU – let Studle Financial help you stay in control of your financial future.
The only constant with tax law is change, but Studle Financial’s team relies on decades of experience to maximize your refund. We regularly file individual and business tax returns including self-employed, farms, LLCs, corporations, and trusts.
Inheritance can be bittersweet. The Studle Financial team ensures that preservation and accumulation of inherited assets are the priority. Our decades of tax and financial consultation experience help streamline this experience during a potentially challenging season.
Day after day, the good people of our community call and ask what can be done about their declining retirement plans. If you are still working, but are over 59 ½, it is possible that you have the ability to make decisions for your retirement account. Studle Financial is happy to help you ask the right questions to take control of your asset.
Real Folks Who Know Best.
At Studle Financial, we’re a team of real people from diverse backgrounds and life experiences. Many of us did not begin our careers in finance, but our varied perspectives enhance our ability to meet you where you are.
like a number.
We care about our clients like kin, and our plans are specialized with your best interests in mind – so it’s no surprise that most of our business comes from good folks like you who refer their family and friends.
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