Check the background of this financial professional on FINRA's BrokerCheck.
Stone Financial Group
John G. Stone, Jr.
CEO/Financial Adviser
941-548-4442
invest@stonefg.com
Welcome
Welcome to our website and thank you for taking the time to visit us. We have designed this site to be educational and informative, providing you with the latest market conditions and planning concepts we hope you will find helpful. We invite you to explore the different topics and calculators available within, and sign up for our monthly newsletter if not already subscribed. It is complimentary in either form, whether mailed to your home address or the email version, so we hope you take advantage of it and find it useful each month. We will be adding new information every Friday and have partner links available for those in our community, so remember to check back with us regularly. We hope you enjoy our site and again thanks for stopping by!!

John G. Stone, Jr.
CEO
Investment Basics
Newsletters
  • Is Smart Beta a Smart Strategy for You?
    Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
  • Tax Benefits of Homeownership
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
  • Is It Wise to Trade Your Pension for a Lump Sum?
    Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
  • Are you ready to retire?
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
  • What is an ERISA fiduciary?
    The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
    
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Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC Investment advisory services offered through O.N. Investment Management Company One Financial Way Cincinnati, OH 45242 513-794-6794. Stone Financial Group is not an affiliate or subsidiary of The O.N. Equity Sales Company.

 

 

 

 


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