Marlene Grimes Stokes
Retirement Isn’t an Ending — It’s Your Next Great Adventure.
- Trusted guidance
- Proven process
- Guaranteed protection of principal investment & Growth
Services
What I do
01.
Retirement Planning: How Will I Live Comfortably?
- Lifetime Income Strategies
- Social SecurityClaiming Strategies
- Tax-Reduction Strategies
02.
Estate Planning: What Happens to My Assets?
- Revocable Living Trust
- Last Wills & Testament
- Advance Directives
- Financial & Healthcare POAs.
03.
Annuities: How Can I Secure Guranteed Income?
- Fixed Indexed
- Fixed
- Immediate
- Multi-Year Guarantee
04.
Risk Management & Life Insurance: How do I Protect it All?
- Term
- Whole
- IUL’s (Indexed Universal Life)
- Medicare
- Long-term Care (LTC)
- Supplemental Coverage
- Risk Management (General Advisory)
Retire with Confidence.
Planning Process
Start Smart
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Apply Discipline
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Communicate Progress
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Why Choose Me
Reasons to Choose S&S Wealth Advisors
Because retirement shouldn’t be confusing, lonely, or stressful.
Our clients come to us when they’re tired of mixed advice, unclear strategies, or cookie-cutter plans that don’t fit their goals.
We bring clarity, structure, and ongoing partnership—so you can look forward to your next adventure with confidence.
Personalized Guidance
Every plan is built around your story—not just your numbers.
Proven Process
Decades of experience distilled into a clear, three-step path to financial independence.
Transparent Partnership
No hidden agendas or jargon—just honest conversations and proactive support.
We Guarantee
the Security of your Principal Investment & Growth of Funds - No Risk Involved!
Our Three-Step Planning Process
We help identify and implement the right financial strategies so you can confidently meet your retirement goals.
Start Smart
Get a clear understanding of your financial life and goals. We analyze your assets, risk tolerance, and future needs to build a solid foundation for your retirement strategy.
Six Fundamental Considerations
- Longevity: Outliving assets due to longer life.
- Liquidity: Limited access to assets for emergencies.
- Inflation: Rising costs reducing your purchasing power.
- Market: Value fluctuations in your investments.
- Mortality: Financial changes after loss of a spouse.
- Taxes: Tax impact on income and legacy assets.
Apply Discipline
We design a retirement strategy that helps optimize your wealth and protect your finances, keeping your goals and objectives at the forefront.
- College Funding: Support education with smart life insurance plans.
- Income Planning: Create dependable income for lifelong security.
- Long-Term Care: Plan early to protect independence and dignity.
- Estate Planning: Protect your estate from unnecessary taxation.
- Social Security: Maximize benefits in retirement.
- Tax Planning: Build tax-efficient strategies for flexibility later.
Communicate Progress
We ensure transparency of your income plan through ongoing communication and proactive support throughout our relationship.
- Annual Reviews
- Monthly Newsletter
- Client Portal
- Educational Events
- Client Gatherings
Resources
Featured Financial Articles.
Testimonials
What My Clients Say?
