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Personal Investment Planning

Get comfortable with your investment plan.

Personal investing truly is personal. It's all about what makes you comfortable. Maybe you're okay with a little risk. Or a lot. Or perhaps you just want to protect what you've worked so hard to earn.

Wherever you stand, Standing Stone Financial Services starts with understanding your feelings about investing as well as your financial goals. We help you evaluate your options and learn how you can make your money work for you. And we recommend solutions that can achieve your objectives while maintaining your comfort level.

Talk to Debbie about:

  • Maximizing your return on investment
  • Evaluating your current investments to make sure they still fit your needs
  • Controlling or minimizing your investment risk
  • Saving for your future or a major purchase
  • Taking advantage of investment-related tax benefits
  • A customized plan to accumulate personal wealth
  • Investing in long-term care or life insurance
  • Estate planning

Call 740-653-5115 to schedule an appointment, or send Debbie a message.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Standing Stone Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.