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.

It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

At Statler Financial, we hold informational seminars for our clients and the greater community that feature information on specific topics such as retirement income strategies and annuities. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Our Calendar of Events

Seminar Registration
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!

Do you know much risk you are taking?