Adam Stohlman FIC, LUTCF
Stohlman Financial Services, LLC
3190 Longview Avenue
Rochester Hills, Michigan 48307
Telephone: 248-396-5614
E-mail: astohlman@stohlmanfinancial.com
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STOHLMAN FINANCIAL
Back-to-Back Winner of the Best of Waterford Award in Insurance
2008 & 2009
U.S. Local Business Association & U.S. Commerce Association
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Welcome to Stohlman Financial Services
With over twenty years' experience in the financial and insurance fields, we have the expertise to help you and your business assess and address your financial and insurance needs. We are 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, HRA's
- Dental & Vision Plans
- Long-Term Care
- Medicare Supplement
- Prescription Drug Cards
- Annuities--Fixed, Indexed
- IRA's--Traditional & Roth
- 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.
You can also find us on Thumbtack.com:
Stohlman Financial--Security, Fidelity, Strength
For carriers, brokers and independent agents, we also offer complete benefit communication, enrollment and administration services via Stohlman Financial Benefit Enrollment Solutions (SFBES). SFBES now features one of the only online voluntary benefit enrollment platforms available, with the capability to include and "wrap around" all carriers' core benefits simultaneously, enabling your employer-clients to utilize one system to handle all of their benefit communication, enrollment and administration needs. Contact us today for more.
Once again, thank you for visiting Stohlman Financial, and, as always, please feel free to call or e-mail us today for further information, quotes, or other personal or business needs, and we will be more than happy to assist you.
StohlmanFinancial.com is designed exclusively as a resource for the financial and insurance clients of Stohlman Financial Services, LLC and/or its affiliates or subsidiary business entities. Adam Stohlman FIC, LUTCF, Founder/Principal. You are welcome to contact us at any time and to bookmark this site. Please feel free to return often to take advantage of our outstanding resources for individuals, families, and businesses. If you are a carrier, benefits company, broker or agent, and would like to explore business opportunities with us, please feel free to contact us or to reach Adam Stohlman at astohlman@stohlmanfinancial.com.
Need Auto, Home, Commercial or other property & casualty insurance?
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.
To visit Jacobs Insurance Agency, Inc., please click below:
Jacobs Insurance
For exceptional service, please let them know in the comments area of any form or via telephone or email that you were referred by Stohlman Financial.
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Stohlman Financial Services, LLC
is Listed on AtList.org
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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 Free Life Guides link above to request any that you may need, and we will gladly e-mail or mail a copy to you.
Free Fillable Financial Worksheets
You may also wish to take advantage of using our free, fillable Financial Worksheets to help analyze and prioritize your finances. These handy worksheets are in fillable Adobe pdf format for your convenience. Simply click on the Free Worksheets link above.
For many more personal and business insurance and financial concepts, strategies, and other valuable resources, visit our additional site here:
Stohlman Financial Services