Adam Stohlman  LUTCF, AIC

  4488 West Walton Boulevard

  Waterford, Michigan  48329

  Telephone:  248-537-1004

  Fax:  248-673-6713

  E-mail: 
astohlman@stohlmanfinancial.com

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STOHLMAN FINANCIAL

Winner of the 2008 Best of Waterford Award in Insurance
from the
United States Local Business Association

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Welcome to Stohlman Financial.  With over twenty years' experience in the financial and insurance fields, I have the expertise to help you and your business assess and address your financial and insurance needs.  I hold an LUTCF (Life Underwriters Training Council Fellow) designation and an Associate in Claims.  I am fully equipped to assist you with all of the following financial and insurance products, as well as other products and services:
  • Life--Term, Permanent, Individual & Group, Key-Man, Executive Bonus, Etc.
  • Disability--Individual & Group, Buyouts, Etc.
  • Health Insurance--HSA's, PPO's, POS's, HMO's, Individual & Group
  • Dental & Vision Plans
  • Long-Term Care
  • Medicare Supplement
  • Prescription Drug Plans
  • Annuities--Fixed, Indexed
  • IRA's and Roth IRA's
  • 401(K) Direct Transfers & Rollovers
  • Retirement Plans
  • Estate Plans
  • Charitable Giving Plans
  • Business Continuation & Succession Plans

For valuable information in compliance with all federal and state regulations concerning these and other products and services, including helpful illustrations, guides, worksheets, tools, calculators, and more, please click here.

And, while I specialize in the areas above, I and my staff, in conjunction with Jacobs Insurance Agency, Inc., also have the knowledge and experience to handle all of your personal and business needs, including Auto, Home, Boat, Motorcycle, Personal Watercraft, Snowmobile, Personal Umbrella, etc., as well as Commercial General Liability, Commercial Property, Commercial Auto,  Worker's Compensation, Professional Liability, Commercial Umbrella, etc.  To request a quote or receive further information on any of these products, click here.

As always, please feel free to call or e-mail me today for further information, quotes, or other personal or business financial needs, and I or my staff will be happy to help you.


StohlmanFinancial.com is a service designed exclusively as a resource for the financial and insurance clients of Adam Stohlman  LUTCF, AIC.  You are welcome to bookmark this site and to return
often for the latest news, and business information, or to take advantage of our outstanding free resources for individuals, families, and businesses.


 






Adam Stohlman, LUTCF, AIC
is an insurance and financial professional in the Oakland County Office of Jacobs Insurance Agency, Inc.
 


Established in 1977, Jacobs Insurance Agency, Inc. is a family-owned and operated business serving families and communities with personal, professional service and commitment. 

For over thirty years, Jacobs has grown its family business by putting its clients' families and businesses first, and by living up to its motto, 'Integrity, Value, Service.' 
 
An independent agency, Jacobs works for its clients, not for insurance or financial services companies.  With offices located in both Owosso and Oakland County, Jacobs' professional staff is trusted by over 4,000 individuals and businesses throughout the state of Michigan and other states.


Click Below To Visit


Jacobs Insurance Agency, Inc.


at


www.trustjacobs.com







Free Life Guides

Life Guides are a form of checklist, or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the the one that you need, and I will gladly e-mail or mail a copy to you.

Emergency Planning Guide


Financial Workbook (A comprehensive financial organizer)

Managing Your Financial Life

Marriage and Money

Money Doesn't Grow on Trees...Teaching Kids About Money

Moving Day

When a Loved One Dies

Dealing with Divorce

Planning Your Estate

Managing an Inheritance


Protecting Your Business


Business Continuation


For many more valuable insurance, financial, personal, business, and even inspirational resources,
visit:

www.stohlmanfinancial.info