David E. Stone

Founder, Stone Consulting Group

David E Stone is the Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.

The Power Of A Plan

Publication Date: October 2016

Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone―so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times.

David Stone has been helping individuals and business owners plan their financial matters since 1992, and in The Power Of A Plan, he shares strategies you can use to improve your financial situation now and plan for the future.

Inside, you’ll learn how to:
• manage and understand your cash flow
• handle your insurance needs
• manage the risk of your investments
• oversee real estate investments
• prepare for retirement
• implement tax-planning strategies
• leave an inheritance to future generations
• identify business succession opportunities

You may not be in danger of tornadoes, but everyone is susceptible to financial ruin―with a plan, you can be more prepared to beat the odds.

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