John Stokes Financial

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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.

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. ...
15/11/2024

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

October 15 through December 7 is open enrollment for Medicare! Now’s the time to re-evaluate your current Medicare cover...
11/11/2024

October 15 through December 7 is open enrollment for Medicare! Now’s the time to re-evaluate your current Medicare coverage. Not sure exactly what you can and can’t do during this period? This will simplify it all for you. .

Each year, Medicare beneficiaries have an opportunity to make changes to how they receive their Medicare coverage during the nearly 8-week annual open enrollment period. This brief answers key questions about the Medicare open enrollment period and Medicare coverage options.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
11/11/2024

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

What did it take to become the richest man in Babylon?
08/11/2024

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye ...
07/11/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
04/11/2024

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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.

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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Our Story

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.