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1220 Edgewater Drive
Orlando, FL 32804

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Stokes Financial Group

(407) 843-4200

 
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We 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 my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Client Centered

Without any conflicts of interest we put your needs first.

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Helpful Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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