Scott M. Klein     Vincent P. Serro

   

 www.stifel.com    



 

 Our mission is to offer our clients:

 

A clear understanding of their financial goals  A well-defined roadmap to pursue those goals Ongoing advice


Our team covers all areas of financial management, from investment and retirement planning to risk management and estate conservation strategies.  We work with both individuals and corporate clients. 



 Let us know how we can help you

 


On our web site, you'll find:

 

  • Information for evaluating your current position 
  • Opportunities to track your progress
  • Educational articles
  • Calculators to assess your current and future needs.

 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →