Stonebridge Financial Services Group

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

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

Estate Taxes

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Life Policies Plus Long-Term-Care Benefits

Two insurance strategies that may help prevent savings from being depleted by the escalating cost of long-term care.

The Rise of Socially Conscious Investing Strategies

Socially conscious investing strategies can help investors build a portfolio that aligns with their personal values.

Working for Yourself — and Your Future

Three retirement plan options available to self-employed individuals and small businesses.

Feeling Powerful? Take It to the Bank

A Stanford University study found that people who feel powerful are more likely to save for long-term goals.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck