If your plans for retirement turned out to not be true, when would you want to know?

Chad J. Karl, Certified Financial Planner™ professional, Creates Financial Strategies for Your Retirement Goals to obtain a work optional confident lifestyle in retirement...

We are excited to announce that we provide our clients the ability to self-enroll in our Client Portal. Once enrolled, you will be able to view your account Positions and Balances, Realized and Unrealized Gains/Losses, Statements, Confirms, Tax Documents and more.

Visit our website at https://www.saswealth.com/. As a first time user, select “Enroll” to get started. You will receive your new account number in the mail shortly to begin registration. Attached are detailed enrollment instructions for your use.

If you need any assistance with enrollment, please contact us at (205) 776-2929 or toll-free at (888) 678-3763.
Internet Support: CL-Internetsupport@intlfcstone.com

We are excited for you all to be the first to use the new SA Stone Mobile App for clients! Links to download for both Apple and Android devices are below!

Request 401(k) Guide

What should you do with your 401(k) savings?

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules. Complete form below now to request this FREE eGuide.