It’s important that the amount of risk you have in your portfolio aligns with your financial goals. Contact us to set an appointment to calculate your risk number and find out if the investment and insurance vehicles in your current portfolio are properly aligned with that number.
 

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“10 Things to Know About Retirement Income”
  • We help create clearly defined retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!




    Statler Financial

    Statler Financial Services, Inc. is a registered investment firm serving Highlands, Hardee and Polk counties. Founded in 1991 as an accounting practice, we added financial planning as a service in 1996.  We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

    We understand how important it is for you to be able to trust your financial advisor – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.

    That trusted advisor is Statler Financial Services. We are experienced, responsive and understand your need for integrity and transparency.

    To schedule a time to discuss your financial future, contact us at pstatler@statlerfinancial.com or call us at (863) 382-0037 today!

    MEET
    Phillip Statler

    As the president of Statler Financial Services, Inc., Phillip Statler is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

    Do you know much risk you are taking?