John Stokes Financial

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John Stokes Financial At John Stokes Financial, our financial professionals take an independent approach to financial management strategies.

We treat every financial strategy with outstanding service and professionalism. We believe that taking a personal approach is the best way to help our clients address their financial aspirations. Utilizing our Compass for Life® as a guide, our financial professionals will put together a financial strategy that will address important milestones. The financial professionals at John Stokes Financial

have helped thousands with important decisions that have addressed their financial future. We have extensive experience helping our clients with their financial decisions whether they are planning for retirement, transitioning to a new career, building an investment portfolio or analyzing their wealth. With John Stokes Financial you will have a financial professional available to you, to help guide you and answer any questions you may have. We can help you make educated decisions to address your financial objectives. Contact us today to start planning for your financial future.

Is your household's inflation rate higher than the national average?
25/04/2025

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

What did it take to become the richest man in Babylon?
21/04/2025

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Here are a few key factors to consider when naming an executor for your estate.
18/04/2025

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Protect yourself from identity theft.
14/04/2025

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Developing a retirement strategy? It's critical to know the differences between investment types.
11/04/2025

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
07/04/2025

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our A...
04/04/2025

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our April Quarterly Market Insights breaks down what moved markets and what investors are watching in 2025.

Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks.

The average lasts for 18 years. Are you prepared to fill that many days?
04/04/2025

The average lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
31/03/2025

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
28/03/2025

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

When was the last time you updated your will?
24/03/2025

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What’s the difference between a General Obligation bond and a Revenue bond?
21/03/2025

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
17/03/2025

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Are you worried about outliving your retirement savings? You are not alone.
14/03/2025

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Your needs don’t stay the same when the nest empties, but what changes?
10/03/2025

Your needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what d...
07/03/2025

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

Considering alternative investments? It’s critical to sort through the complexity.
07/03/2025

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
03/03/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Address

CA

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+19494771245

Website

http://www.linkedin.com/pub/john-stokes/b/961/699

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Our Story

At John Stokes Financial, our financial professionals take an independent approach to financial management strategies. We treat every financial strategy with outstanding service and professionalism. We believe that taking a personal approach is the best way to help our clients address their financial aspirations. Utilizing our Compass for Life® as a guide, our financial professionals will put together a financial strategy that will address important milestones. The financial professionals at John Stokes Financial have helped thousands with important decisions that have addressed their financial future. We have extensive experience helping our clients with their financial decisions whether they are planning for retirement, transitioning to a new career, building an investment portfolio or analyzing their wealth. With John Stokes Financial you will have a financial professional available to you, to help guide you and answer any questions you may have. We can help you make educated decisions to address your financial objectives. Contact us today to start planning for your financial future.