Business Details
25 Years
experience
Trusted Financial Advisers in Sebring, FL
At Statler Financial, we specialize in crafting personalized retirement strategies tailored to individual needs. With over two decades of experience in financial services, our team focuses on helping clients grow, preserve, and give back through comprehensive financial planning. Our expertise spans retirement income strategies, wealth management, annuities, investments, and tax-efficient solutions. We prioritize client-centric approaches, leveraging our deep understanding of evolving tax laws and investment landscapes. As active members of the Sebring community, we combine local insight with national standards of excellence.Our commitment to transparency and education is reflected in our radio show and informational seminars. We hold multiple industry licenses and certifications, ensuring adherence to regulatory and ethical standards. By offering both investment advisory services and insurance products, we provide holistic solutions for long-term financial security. Our mission is to empower clients to live their ideal retirements with confidence and clarity.
Services
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
IRA Legacy Planning
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in retirement planning and tax strategies
- Our team provides personalized strategies for growing and preserving retirement assets
- We combine investment advisory services with insurance product expertise
- Our founder holds multiple industry licenses including Series 65 and Enrolled Agent status
- We host educational radio programs and community seminars on financial planning
Services
Retirement Income Strategies
We develop customized retirement income strategies that consider tax implications, investment performance, and longevity. Our approach combines annuities, investment portfolios, and distribution planning to create sustainable income streams. We help clients navigate required minimum distributions and optimize Social Security benefits while minimizing tax liabilities.
Wealth Management
Our wealth management services focus on growing clients' assets through diversified investment strategies. We create personalized portfolios aligned with risk tolerance and retirement timelines. Services include portfolio management, market analysis, and regular performance reviews to ensure alignment with long-term financial goals and market conditions.
Asset Protection Strategies
We specialize in protecting retirement assets through comprehensive risk management solutions. Our strategies include long-term care planning, life insurance products, and legal structures to safeguard against unexpected healthcare costs and market volatility while maintaining liquidity for retirement needs.
Tax-Efficient Strategies
Our tax-efficient strategies focus on minimizing retirement tax burdens through strategic account management. We help clients optimize Roth conversions, manage taxable accounts, and implement tax-loss harvesting techniques. Our approach considers evolving tax laws and their impact on retirement income sustainability.
IRA Legacy Planning
We help clients plan for the transfer of retirement assets through IRA legacy strategies. Our services include beneficiary designations, trust planning, and charitable giving options. We coordinate with legal professionals to ensure retirement accounts align with overall estate planning objectives and family needs.
People
Phillip Statler
President and Founder
With over 20 years in financial services, Phillip specializes in retirement planning and tax strategies. He holds a BS in Accounting, Series 65 license, Enrolled Agent status, and multiple insurance licenses. Active in the Sebring community, he hosts the Statler Financial Radio Show and received the Highlander Award for Financial Representative of the Year.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies including income planning, wealth management, tax-efficient solutions, and legacy planning using both investment and insurance products.
Are you affiliated with any financial institutions?
We are an independent firm partnered with Second Half Financial Partners, LLC, a SEC Registered Investment Advisor based in Florida.
What makes your approach different from other advisors?
Our unique 'Grow, Preserve, Give' framework addresses all aspects of retirement planning with personalized strategies tailored to individual goals.
Do you offer educational resources for clients?
Yes, we provide informational seminars, a weekly radio show, and educational materials about retirement income strategies and tax planning.
What credentials do your advisors hold?
Our advisors hold Series 65 licenses, Enrolled Agent certifications, and multiple insurance licenses with over 20 years of combined industry experience.
