Steven T. Stakley, MBA
Financial Consultant

Welcome to my web site.

This site was created to be a resource for you.  Here you will find handy financial calculators, newsletters, and even free mini tutorials on common financial and insurance products.

Clients:  I encourage you to log in to your AXA accounts directly from this web site. I have included material for our periodic account reviews, my calendar of events, and many other resources.

Guests: Be sure to check out “My Bio” tab.  If you are looking for an experienced financial professional who takes education seriously, who can help you make informed decisions, and strives to implement effective and tax efficient, customized-strategies, then you are in the right place.

CPAs: Please watch my Calendar section for upcoming seminars offering cpe credits. Note: If your firm has more than 10 CPAs, I can put together in-house courses for you. Please contact me using the Contact Us link.

If you have any questions, or just want to schedule a free consultation, then simply use the Contact Us link.

Thank you for visiting!

Steven