Stone Consulting Group

david stone, founder of stone consulting group, has been in the financial services industry since 1992. we currently offer a comprehensive approach to financial & business planning including, but not limited to, risk management, retirement planning, retirement distribution planning, estate planning, investment planning, business succession planning, employer benefits coordination & planning, tax planning and charitable planning. the core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place, most successful individuals will not achieve their maximum potential over the course of a lifetime. working with our experienced and multi-faceted team, clients quickly gain new insight on their own financial lives. we look forward to the opportunity to serve you. david stone is a registered representative of lincoln financial advisors corp. securities and investment advisory services offered through lincoln financial adv