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Breakdowns on Key Retirement Topics

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First Name*
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Please select your top areas of concern in retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long-term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
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301.345.1105

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info@stuartfg.com

Main Office

6411 Ivy Lane, Suite 520, Greenbelt, MD 20770

Satellite Offices

1125 West Street, Suite 252
Annapolis, MD 21401

10015 Old Columbia Road, Suite B215
Columbia, MD 21046

*Satellite locations used for client meetings only.

Privacy Policy | Terms of Use | Form CRS

1/23-2116978C

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Stuart Financial Group and JWCA are unaffiliated entities. Any concerns call J.W. Cole Compliance at 813-935-6776

For a copy of JWCA’s Form CRS or JWCA’s Disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically.

Neither Stuart Financial Group nor JWCA offer tax or legal advice. This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting, and legal matters.

One or more individuals at Stuart Financial Group are registered as investment adviser representatives with JWCA with certain state securities divisions. This website (and its content within) is hosted and updated by Stuart Financial Group, an independent, third party entity that is not affiliated with or controlled by JWCA. As such, JWCA does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Insurance products and services are available through Stuart Financial Group, not JWCA. Website content regarding protection benefits, safe and secure investments, and guaranteed or steady, reliable income streams refer only to fixed insurance products. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured. Insurance and Annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way, to investment advisory products and services or JWCA.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Stuart Financial Group and JWCA are unaffiliated entities. Any concerns call J.W. Cole Compliance at 813-935-6776

For a copy of JWCA’s Form CRS or JWCA’s Disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically.

Neither Stuart Financial Group nor JWCA offer tax or legal advice. This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting, and legal matters.

One or more individuals at Stuart Financial Group are registered as investment adviser representatives with JWCA with certain state securities divisions. This website (and its content within) is hosted and updated by Stuart Financial Group, an independent, third party entity that is not affiliated with or controlled by JWCA. As such, JWCA does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Insurance products and services are available through Stuart Financial Group, not JWCA. Website content regarding protection benefits, safe and secure investments, and guaranteed or steady, reliable income streams refer only to fixed insurance products. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured. Insurance and Annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way, to investment advisory products and services or JWCA.