Welcome to Stapp Financial,

... a personal financial planning firm (Stapp Financial Planning, PLLC) providing Certified Financial Planning services

... a Registered Investment Advisor (Stapp Financial Planning, PLLC) providing unbiased and fee-only investment management services

... a Certified Public Accounting firm (Stapp Accounting Services, PLLC) providing a full array of tax, accounting, QuickBooks consulting and traditional audit services.

We invite you to explore our website to learn more about how we can help you achieve your financial goals!

Your Money: News & Advice

Quarterly Investment Commentary Q1-2011
Worker, Homeownership, and Business Assistance Act of 2009
Monthly Investment Commentary: August 2009
Estate Distribution: Which Child Gets Mom's China?
June 2009: Mid-Year Tax Planning Letter
American Recovery and Reinvestment Act of 2009: Tax Changes for Individuals and Businesses

Access Your Account and Online Financial Tools

Login to Stapp Financial Document Vault
Link to our secure online financial planning survey
Access TD Ameritrade Account
How TD AMERITRADE protects your accounts
Financial planning links
Our Investment Approach
(PDF file)
Contact Information