Broker Check

Services

How We Work

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.

Our process:

Lead by Listening

Establish Clear Objectives

Set an Effective Strategy

Implement your plan

Review your Progress

Regularly update your goals

Investments

SEP & SimpleIRA

Profit Sharing Plans

401k / 403b Planning

Safe Harbor Retirement Plans Defined Benefit & Contribution Plans

Individual/Family Plans

Estate Plans

College Plans

Money Management

Treasury Bills & Notes

Traditional & Roth IRA

Government Securities

Stocks, Bonds, ETF’s, Mutual Funds

Insurance

Life Insurance | Long Term Care

Variable Annuities

Mortgages

Purchase

Refinance

Rentals

Conventional

FHA

VA

Jumbo

Reverse Mortgages


Click Here to begin your mortgage inquiry!


Antonio A. Stokes is a licensed Mortgage Loan Originator (NMLS#804077) for Antonio Stokes Advisors Inc. (NMLS1641794).

Tax Preparation

Individual & Small Business Tax Preparation

Business Tax Planning

Consulting Services

Antonio Stokes Advisors have a passion for helping people succeed in their endeavors. For more than 20 years, they have managed, owned, or provided consulting services that strategically matched client needs with available products and services.

A dedication to excellence has afforded each of them tremendous success and longevity in the areas of:

STRATEGIC BUSINESS PLANNING
  • Business Formation & Organization
  • Business Operation & Efficiency Check
  • Business Bookkeeping and Reporting Business
  • Tax Planning

MASTERMIND CONSULTING SESSION
  • 2 Hour Discovery & Documentation
  • 1 Hour Live Presentation of our recommendations
  • Receipt of all collateral
 
MASTERMIND ADVISORY SERVICE
  • Ongoing Consultations Focused Motivational Meetings
  • Strategy Update and Documentation
  • Monthly Conference Call
  • Annual Meeting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ceo@antoniostokesadvisors.com | (801) 210-0531