Constance A. Stone
(ATP, CFP®)
This advisor specializes in the following areas of expertise:
- Women's Financial Planning Issues
- Middle Income Client Needs
- Tax Planning
- Retirement Planning & Distribution Rules
- Helping Clients Identify & Achieve Goals
- Investment Advice without Ongoing Management
Planning Specialties
I am particularly interested in helping clients of any age to identify and achieve their goals so they can worry less about their finances. This includes single women, middle income clients, and novice investors. I enjoy educating clients so they become empowered to understand and take control of their financial well-being.
NAPFA Start Date
October 15, 2007
Industry Start Date
September 01, 1979