Stiles Financial Services, Inc.

Stiles Financial Services Incorporated (SFSI) is a financial advisory firm established in 2000 and managed by Susan M. Stiles. The firm specializes in providing Corporate Retirement Plan Consulting Services and individual Financial Plan Consulting Services. SFSI offers tailored financial plans that cover areas such as net worth statements, budgeting, investment analysis, tax incentives, and estate planning. Clients have the option to participate in the Wrap Fee Program for continuous investment advice personalized to their needs. For individual Financial Plan Consulting, the base fee is $3,000, with additional fees based on the complexity of the plan. Portfolio review fees range from $2,000 to $4,000 annually, depending on the number of reviews requested. Clients are charged 50% of the fee upfront, with the remainder due upon completion. SFSI does not charge performance-based fees or side-by-side management fees. The firm acts as a fiduciary, providing investment strategies focused on diversification, asset allocation, and risk management. SFSI's investment approach is customized to each client's financial profile and goals. The firm does not have any disciplinary information and maintains strict confidentiality and security measures to protect clients' non-public personal information. Clients can contact SFSI for more information or to request a copy of their privacy policy.