Stockham Financial Services

Stock & Bond Brokers, Financial Planners, Financial Planning Consultants

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28 Years

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(910) 295-6606Call Visit WebsiteVisit Website Map & DirectionsDirections90 Aviemore DrPinehurst, NC 28374 Write a ReviewWrite Review

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Fax: (910) 295-8397

Phone: (910) 295-1890

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cash, debit

AKA

Stockham Financial Svc

Stockham Financial Services Inc

Charles Stockham

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https://www.stockhamfinancial.com/contact

http://firstallied.com

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Stock & Bond Brokers, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Retirement Planning Services

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Phone: (910) 295-6606

Address: 90 Aviemore Dr, Pinehurst, NC 28374

Website: https://www.stockhamfinancial.com/contact

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Stockham Financial Services

Tax Planning
We understand the importance of preserving your legacy for those who follow. How your accounts are titled, as well as beneficiary arrangements, are often overlooked parts of estate planning. We’ll coordinate your investment planning with your estate and tax planning professionals so that your overall plan will provide for effective preservation and transfer of wealth to your loved ones.
Estate Taxes
Tax Services
Tax Deductions
As part of our integrated planning, we often find that current income plans, estate plans and wealth transfer can all be enhanced by including Charitable Planning. Through the use of Charitable Remainder Trust current income can be enhanced while creating a current income tax deduction. Wealth transfer to heirs may be enhanced with a Lead Trust. Estate plans in general can be leveraged by using the Irrevocable Life Insurance Trust (ILIT). Let’s discuss your charitable intent and integrate this into your plan.
Income Tax

Investment Management
Building a solid, long-term investment strategy is not a one-and-done activity. We'll help you assess your strategy, explore new options, and recommend timely adjustments to help you achieve your financial goals. VIEW DETAILS
Wealth Management

Accounting Services
Payroll Services
Our services extend both to individuals for their personal retirement as well as to small businesses looking for the best benefit package for their employees. Our team can assist with choosing from a range of services tailored to small businesses. We can help decide if 401(K), SEP, SIMPLE or even a Defined Benefit plan is best for you. Additionally, we offer payroll services through ADP as well as benefits plans including life and health insurance. Our mission is to help you or your business get to a secure place and stay there.

Financial Planning
By combining her wealth of experience in financial planning, investment strategy, trust and banking, Jody’s dedication lies in taking a holistic, personable approach when serving our clients.
Retirement Planning
Asset Management
Stockham Financial's team will seek to ensure your investments are properly diversified with a sensible asset management strategy. VIEW DETAILS
Charitable Remainder Trusts

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