With 49 years of experience in the industry, Stonebridge Financial Group has earned one of the best, solid reputations in the industry. It’s Founder, Richard Scalesse, has been recognized as an industry leader, and has ranked among the top producing life insurance experts in the United States over his celebrated career.
- Universal Life (UL)
- Variable Universal Life (VUL)
- Term Life
- Whole Life
- Equity Indexed Life
- Retirement Planning
- Risk Management
- Insurance Planning
- Business Succession Planning
- Tax Planning
- Survivorship Life Insurance
- Split-Funded Defined Benefit Plans
- Buy/Sell Plans
- Executive Bonus Plans
- Disability Income Plans
- Long-Term Care
- Charitable Giving Strategies
When it comes to life insurance planning, we realize that our clients have many choices available to them. Today’s landscape is cluttered with individuals from many disciplines, who offer life insurance policies for sale; and it can be a daunting task to find the right representative to work with. The insurance experts of Stonebridge Financial Group are Independent Life Insurance Specialists who focus on the life insurance business. Our duty is to deliver the best possible advice and service to our clients, and we have the knowledge to develop life insurance based solutions to best accomplish our client’s objectives.
We conduct our business by first listening to our clients, and then helping them to identify areas where a life insurance based solution may possibly make sense. We have the talent to recognize the planning opportunities unique to our clients, and then engineer the most appropriate solution for their situation. Our focus on life insurance based planning can be invaluable, especially when solutions are not readily identified. The best possible solution is not always apparent, and we stand ready to bring our years of experience to the table in helping to craft unique, out-of-the-box programs for our clients.
Proper planning can deliver powerful solutions for clients interested in transferring significant, tax-advantaged wealth to their families, or providing valuable liquidity to address business planning and/or estate-tax needs.
We also work closely with clients who may be interested in developing planned giving strategies for a favorite charity or non-profit organization.
Even the best of plans may not succeed if not properly executed. For this reason, Stonebridge Financial Group works in tandem with your other advisors – investment representatives, Certified Public Accountants and Attorneys – to assure that your program is not only custom-tailored, but is also properly executed for success. With a network of specialty partners in the financial, accounting and legal industries, we make sure that our clients have access to the most experienced and trusted advisors in the business.
“Treating our clients with integrity and respect while educating them of their options in clear language has been the one single reason for being a leader in the industry.”