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A More Appetizing Approach to Financial Planning

Are you in your prime earning years and feel like you aren’t saving enough for retirement?

Are you “newly independent” from divorce, loss of spouse, or inheritance and don’t know how to secure your financial future?

Do you want to make more conscious choices with your money, and be more satisfied with the money you have?

Join us Saturday, May 11th for

Healthy Financial Choices

The First Annual Marin Healthy Palooza will take place at the Mill Valley Recreation Center. I will be doing a workshop on Healthy Financial Choices. More details to follow! For questions, call Jeff at 415-706-7800

If you answered yes to any of these questions, then we’d like to introduce you to a more appetizing approach to financial planning.

At Stoffer Wealth Advisors, we believe that financial planning can be as simple and enjoyable as creating a wonderful meal. This philosophy helps break down the emotional barriers of money, allowing you to move forward in planning your future.

Watch this one-minute video to learn more about our approach to financial planning.

Want to know more about our recipe for success?

Enter your email at right and we will send you our special four-part series, "Financial Lessons from the Kitchen", that reveals a new way of thinking about financial planning and retirement. You will discover:

• The fun of creating a bountiful retirement plan
• Why personal taste matters to your financial future
• How the right recipe can make your retirement plan more successful
• What the Investment Menu is, and why it is one of your most important decisions
• Why you will want to monitor your progress and "taste as you go"

Learn how to create this menu of bounty, excitement and anticipation for your future. Simply enter your name and email in the form to the right. (We respect your privacy and will not misuse your personal information.)

We look forward to providing you with a wonderful experience of retirement planning.

Bon appétit!

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