The key to realizing a successful plan lies in the process of planning itself.
Our team utilizes repeatable and measurable tools to make sure we capture the essence of who you are, where you wish to go, and who you care about most.
Lead by Listening
Establish Clear Objectives
Set an Effective Strategy
Implement your plan
Review your Progress
Regularly update your goals
SEP & SimpleIRA
Profit Sharing Plans
401k / 403b Planning
Safe Harbor Retirement Plans Defined Benefit & Contribution Plans
Treasury Bills & Notes
Traditional & Roth IRA
Stocks, Bonds, ETF’s, Mutual Funds
Life Insurance | Long Term Care
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Antonio A. Stokes is a licensed Mortgage Loan Originator (NMLS#804077) for Antonio Stokes Advisors Inc. (NMLS1641794).
Individual & Small Business Tax Preparation
Business Tax Planning
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