Ready for Retirement?
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.
401(k) – 403(b) – 457 plan – Annuity – Individual retirement account (IRA) – Employee Stock Ownership Plan (ESOPs) – Kentucky Deferred Compensation – Simplified employee pension plan (SEP) – Tax-deferred savings plan (TSP)
Call us today to start a conversation around your:
Separation of Service 401(k)s, 403(b)s, and other Qualified Retirement Plans
In-Service Distribution
Inheritance
Selling the Farm
Tax Time
So many great ways, to grow your 401(k).
Separation of Service – 401(k)s, 403(b)s, and other Qualified Retirement Plans
Changing jobs often triggers the ability to make a decision about your qualified retirement plan prior to age 59 ½. Taking control of your 401(k), 403(b) or other retirement plan during this transition period can help put you in the driver’s seat.
59 1/2 is a magic number, let us tell you why…
In-Service Distribution
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.
Inheritance
Here for YOU.
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.
Working for yourself takes more than just yourself.
Make a living, easier.
Being self-employed around here can be a rewarding experience, but it also brings new financial challenges and headaches.
At Studle Financial, we understand that dealing with finances can be the last thing on your mind when you’re busy doing what you’re good at. That’s why we’re here to help you achieve a “lightbulb moment” and take control of your financial future.
Over 35 years of tax magic at your service.
We keep taxes from sounding like a four letter word.
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.
When selling the family farm, we help you keep the money you deserve.
Put our experience to work for you.
Selling the family farm or business is a unique chance to bring you closer to your financial goals. To maximize tax savings and focus on accumulation, contact the folks at Studle Financial for a free consultation.
We don’t
treat you
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.
Contact Us
This will be the main contact form.