Stone Financial is a Black-owned retirement planning agency located in the Blue Ash area near Montgomery and Sharonville. Owned by African American consultant, Mr. Ken Stone, the firmâs first priority is helping you take care of yourself and your family.
At Stone Financial, they want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of the foundation of their success.
Stone Financial Retirement Planning is a financial services firm committed to helping people pursue their financial goals. They offer a wide range of financial services to individuals and business owners. They believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Their firm has a relationship with a variety of financial services companies, so if they donât have a service, they know a group that does.
The professionals at Stone Financial Retirement Planning are committed to helping individuals thoroughly address their retirement goals. They continually strive to provide best in class service and financial knowledge, coupled with the highest regard for honesty and integrity.
Where will your retirement money come from? If youâre like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
About the Owner:
Ken Stone, founder of Stone Financial Retirement Planning, is a well-known financial educator throughout the Cincinnati area. Thousands of investors and retirees have addressed their personal financial goals by utilizing his informative, educational guidance.
Ken brings an extensive educational background and more than twenty-six years of professional experience to Stone Financial clients. He promotes open dialogue with clientele and places importance on maintaining unrivaled ethical standards. Through his focus on retirement planning strategies, qualified plans and portfolio analysis, Ken has built solid, long-term relationships with his clients.
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