Stoddard Financial helps clients throughout New England identify, plan and execute strategies designed for securing their desired financial future. The planning process begins by helping clients maximize their corporate benefits to leverage their potential retirement income. Stoddard Financial helps their clients transition income sources with tax efficiency, manage assets to suit their risk preferences and coordinate with their tax and estate planning professionals.
Kevin Stoddard, CFA® is the Founder and President of Stoddard Financial, LLC. He holds the designation of Chartered Financial Analyst® (CFA®) and is a veteran in the financial services business with three decades of experience. In 2004, Kevin founded Stoddard Financial, LLC.