This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Individuals And Families Are Far From Planning Effectively For Their Financial Futures

ST. LOUIS, 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 Lynchburg.

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 Virginia, in 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.

Copyright 2011 PR Newswire. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.75 -1.10%
FB $117.53 0.69%
GOOG $693.00 0.29%
TSLA $240.75 -2.80%
YHOO $36.61 0.06%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs