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Our Services

Stephen Bradley Stone is a Registered Investment Advisor and management of assets is done on an individual basis, tailored for the needs and goals of the individual. He emphasizes a "safe money" strategy, based upon risk tolerance.

For more details, please visit his website, www.stephenstone.com.

Stephen is available to assist with financial services, including:

  • Qualified accounts (i.e., 401(k)s, 403(b)s, IRA's, Roth IRA's, Annuities, Pension Funds and Deferred Compensation);
  • Non-qualified accounts using Fixed Annuities and Single Premium Immediate Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Advice on Brokerage Accounts and Money Management
  • Disintermediation (repositioning of assets)

Our services utilize indexing with Annuities and Life Insurance so there is no loss of principle should the market take a downturn. This strategy provides safety, as well as potential gain with no loss of principle, ever!

Department of Veterans Affairs Benefits for Senior Veterans and/or their Surviving Spouse

Linda and Stephen Stone and representatives donate their services to assist Senior Veterans and their families to obtain benefits through the Department of Veterans Affairs. The VA benefit is available to qualified claimants to help with the cost of care, either in-home, or in a care facility.

VA benefits can currently provide monetary assistance yearly, tax-free:
Married Veteran$25,440 a year
Single Veteran$21,456 a year
Un-remarried Surviving Spouse$13,788 a year

Veterans Angels, Inc., a 501 (c) 3 public charity, provides information and assistance at no charge. For details regarding VA benefits, visit www.vetangels.org or call toll-free, 1-888-319-1117.

Many thousands of Veterans and their Surviving Spouses have qualified for VA benefits with the assistance of Veterans Angels, Inc. Most did not know the benefit existed. Linda Stone is an Accredited Claims Agent with the Department of Veterans Affairs, authorized to help with the preparation, presentation, and prosecution of claims.

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