Isn’t there something you’d rather be doing than worrying about your investments?
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OUR SERVICES
TJ Stearns, Inc. offers individual clients the convenience of one-stop comprehensive financial planning, wealth services, and estate protection.
For business owners, we provide employee benefit services such as qualified and non-qualified plan design, investment services, retirement education, group health insurance, group life and disability insurance.
Business / Professional Client Services
Business Strategies
Buy-Sell Funding
Business Continuation
Executive Compensation
Deferred Compensation
Key Person Insurance
Retirement Plan
Advisory Representation
Qualified Pension &
Profit-Sharing Plans
401(k) / 403(b)
SIMPLE / SEP IRA
Customized Plan Design
Employee Education
Investment Advice
Fiduciary Due Diligence
Employee Benefits
Group Health Insurance
Group Life / Disability Insurance
Nonqualified Plans
Flexible Spending Accounts
Individual Client Services
Wealth Management Services
Fee-based Planning
Financial Consulting
Retirement Income Planning
Investment Advisory Programs
College Planning
Charitable Endowments
Financial Aggregators
Protection
Life Insurance
Disability Income Insurance
Long-term Care Insurance
Health Insurance
Investment Services
Private Money Managers
Mutual Funds
Securities Brokerage
Asset Allocation
Variable / Fixed Annuities
Estate Analysis
Wills / Trust Analysis
Estate Tax Projections
Trust Funding
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