Bakersfield Personal financial planning - (661) 873-5759

When life throws you curve balls, we’ll be there

Your financial life is a constant evolution. From paying back your student loans to getting married and buying a home; from raising children and providing their education to insuring a successful retirement plan. Not only does your personal situation affect your financial situation, economic conditions can affect your financial state as well. This can make financial planning even more complex. When you choose us for your financial planning, you will benefit from a team of advisors who will be with you every step of the way to develop a financial strategy.

At Stewart & Associates, Inc., we have the tools and the expertise to handle a wide range of financial needs, including:

  • Retirement
  • Investments
  • Life events
  • Tax Planning
  • Insurance and annuities
  • Cash, cards, and lending
  • Estate Planning

It is never too early to start preparing for significant life events, both the predictable and the unpredictable. The decisions you make today, will affect your life tomorrow. With a thorough understanding of your financial situation and by working together, we can customize a plan that addresses your immediate needs as well as your financial goals for the future. If you are in the Bakersfield area and are in need of sound financial advice or have questions about financial planning fees, give Stewart & Associates, Inc. a call today. We have helped many people in and around Bakersfield turn their financial dreams into a reality and we are looking forward to the opportunity to serve you as well.

You may have several financial goals in mind, such as retirement, education, and vacation, but the trail to reach your goals may not be clearly marked. Allow Stewart & Associates, Inc. to be the roadmap. Our mission is to provide you with the information you need to help you make informed decisions about your finances. Combining our many years of experience in the financial services industry with our expansive knowledge of today’s ever shifting marketplace, we can help you navigate the road to financial security.