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Oct. 10, 2013 /PRNewswire/ -- October is Financial Planning Month, but Americans have yet to buckle down and plan. Only one in five households methodically plan their finances, while one in 10 do virtually no financial planning at all, according to a recent report released by the Certified Financial Planner Board of Standards Inc. and the Consumer Federation of America.
Kris Boelte, CFP
®, Associate Vice President/Investments with Stifel in
Lynchburg, Virginia, responds to this recent report with a firm nudge. "You need to start planning now," she says. "It's true that the more thoroughly households plan, the better prepared they are to meet financial goals and emergencies and the more confident they are in their financial security."
"As trusted advisors, we start by getting to know our clients' hopes and dreams. We put a thoughtful investment plan in place so they can manage their money and work toward fulfilling those dreams – putting children through college, traveling, building wealth, or ensuring a comfortable retirement," says
Glenn Dillon, Vice President/Investments with Stifel in
Dillon and Boelte recently joined forces, combining their more than 50 years of financial services experience to help families and individuals plan and manage their finances. Together they serve clients across
Washington, D.C., and throughout the country. Boelte also works from the firm's
Clarksville, Virginia office.
Dillon has 40 years of institutional bond trading experience, specializing in making selections designed to help clients grow their investments. Boelte has earned the CERTIFIED FINANCIAL PLANNER
™ Professional certification and holds a B.S.B.A. in finance. She specializes in working with high net worth clients, clients navigating through divorce, multi-generational accounts, and special needs cases, with a particular affinity for helping with retirement planning issues.
Dillon and Boelte can be reached by calling Stifel's
Lynchburg office at (434) 845-1000.
Stifel Company Information Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in
St. Louis, Missouri. Stifel clients are served through Stifel, Nicolaus & Company, Incorporated in the U.S. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Please visit
For further information, contact Lynda Hofstetter, (314) 342-2000
SOURCE Stifel Financial Corp.