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John Stokes Financial At John Stokes Financial, our financial professionals take an independent approach to financial management strategies.

We treat every financial strategy with outstanding service and professionalism. We believe that taking a personal approach is the best way to help our clients address their financial aspirations. Utilizing our Compass for Life® as a guide, our financial professionals will put together a financial strategy that will address important milestones. The financial professionals at John Stokes Financial

have helped thousands with important decisions that have addressed their financial future. We have extensive experience helping our clients with their financial decisions whether they are planning for retirement, transitioning to a new career, building an investment portfolio or analyzing their wealth. With John Stokes Financial you will have a financial professional available to you, to help guide you and answer any questions you may have. We can help you make educated decisions to address your financial objectives. Contact us today to start planning for your financial future.

Your financial future is calling. Develop a strategy for your investments today.
01/11/2024

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Facing divorce? Don't overlook changes to your insurance coverage.
28/10/2024

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

When you choose to take Social Security might impact your retirement income. Find out how.
25/10/2024

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
21/10/2024

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Periodic withdrawals in retirement may not be such a good idea.
18/10/2024

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

A may make sense, but you need to set proper expectations.
14/10/2024

A may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
11/10/2024

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

07/10/2024

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

For a small business, the loss of a key person could cause financial hardship.
04/10/2024

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indic...
04/10/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.

30/09/2024

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

27/09/2024

Have a strategy for discussing healthcare with your parents.

Preparation can sometimes be all you need to make the impossible, possible.
23/09/2024

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
20/09/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
16/09/2024

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
13/09/2024

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Are you looking for a balance? Find yours, starting with this video.
09/09/2024

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
06/09/2024

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat commen...
06/09/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
02/09/2024

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

30/08/2024

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

An ILIT could play a role in your estate strategy.
26/08/2024

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Business owners should consider a succession plan sooner rather than later.
23/08/2024

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Three tips for giving smart from the heart.
19/08/2024

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Buying a home may be your largest financial commitment. Which loan is best for your situation?
16/08/2024

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Address

CA

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+19494771245

Website

http://www.linkedin.com/pub/john-stokes/b/961/699

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At John Stokes Financial, our financial professionals take an independent approach to financial management strategies. We treat every financial strategy with outstanding service and professionalism. We believe that taking a personal approach is the best way to help our clients address their financial aspirations. Utilizing our Compass for Life® as a guide, our financial professionals will put together a financial strategy that will address important milestones. The financial professionals at John Stokes Financial have helped thousands with important decisions that have addressed their financial future. We have extensive experience helping our clients with their financial decisions whether they are planning for retirement, transitioning to a new career, building an investment portfolio or analyzing their wealth. With John Stokes Financial you will have a financial professional available to you, to help guide you and answer any questions you may have. We can help you make educated decisions to address your financial objectives. Contact us today to start planning for your financial future.