Stone Hill Financial Information

Stone Hill Financial assists individuals and small business owners develop their short and long term financial goals utilizing cost-effective and tax efficient strategies. Specifically, our practice utilizes tax diversification strategies with emphasis on educating our clients with how each asset they own is currently taxed and taxed in the future. Our clients and their financial success are Stone Hill Financial's priority! Our financial professionals are dedicated to assisting clients plan for the four guarantees in life: life changes, tax law changes, taxes need to be paid, and no one is immortal. We approach financial planning holistically to include retirement, estate, special needs, charitable giving, insurance analysis and develop unique solutions and strategies tailored to each of our client's needs. Our practice has been built on getting to know our clients and forming relationships that span across generations. The majority of our client base is from referrals which is the truest form of client satisfaction. In addition to our wealth management practice, we work closely with business owners to help design, create and mange their employee benefit plans which include group healthy, executive benefits, 401k, disability, etc. From plan implementation to funding, we partner with business owners to manage their company's benefits package. ______________________________ LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Stone Hill Financial is unaffiliated with HTK. 5453458RG_Feb25.