Live Your Next Chapter on Your Terms

We’ll help you plan a financial strategy to enjoy it.

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Get Started in 3 Easy Steps:

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Statler Financial plan, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

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Tune In to the Statler Financial Radio Show!

Tips to help maximize. Strategies to help protect. Phillip Statler tells you how to help keep your retirement assets on track.

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Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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