1013 Galleria Blvd., Suite 270
Roseville, CA 95678
916.415.7062

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Press Releases

We are consistently working to expand our knowledge, our offerings and our ability to give back to the community at large. As such we wanted to provide you with an archive of our current efforts that have been released to the public, as well as the efforts of our fellow TRG members across the country. All the press releases posted have been distributed to the media either locally, nationally or within the financial services industry.

We hope you find this information helpful in providing further clarity as to our focus and commitment to our clients' success.

October 12, 2016 – Roseville, California

Discover How a Personal CFO Can Help Business Owners & Professionals Prosper

New National Book Release From Professional David E. Stone New book from professional financial planner shares strategies you can use to help improve your financial situation now and plan for the future you desire.

Roseville, CA - October 12, 2016 - Planning for and achieving a secure financial future is an ongoing goal for many people, young and old. One of the biggest difficulties in getting started is building a plan that works for the individual. That’s the challenge that CERTIFIED FINANCIAL PLANNER™ Professional David E. Stone tackles in his new book titled, The Power of a Plan – How a Personal CFO can Help Business Owners & Professionals Prosper. (Advantage Media Group, Fall 2016)

In The Power of a Plan, David presents an interesting and informative overview of the many elements embodied in a comprehensive financial plan. A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years’ experience, David describes real-life events and the benefits when proper planning was in place, as well as the consequences when it wasn’t. Whether you’re just starting out or have already accumulated substantial wealth, The Power of a Plan can help you understand the benefit of having your own “Personal CFO.”

David uses a vivid analogy to help readers understand how to plan. As he explains, “Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone—so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times”.

In The Power of a Plan, he shares strategies you can use to help improve your financial situation now and plan for the future. You’ll learn how to: manage and understand your cash flow; handle your insurance needs; manage the risk of your investments; oversee real estate investments; prepare for retirement; implement tax-planning strategies; leave an inheritance to future generations; and identify business succession opportunities.

The Power of a Plan – How a Personal CFO can Help Business Owners & Professionals Prosper is available now at Amazon.com and other online retailers.

David E. Stone is Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University, Sacramento. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor. David Stone is a registered representative of Lincoln Financial Advisors a broker/dealer (Member SIPC) and registered investment advisor. CRN-1607998-093016

For Press/Inquiries:

Name: Marianne Apoian
Phone: (916) 415-7062
Email: Marianne.Apoian@lfg.com

 

May 4, 2015 – Dallas, Texas

DALLAS, Texas, May 4, 2015 — David Stone, CFP®, ChFC®, CLU®, CRPC®, president of Stone Consulting Group in Roseville, Calif. and registered representative of Lincoln Financial Advisors Corp. (LFA), was named Chairman of The Resource Group’s 2015 Board of Directors during the group’s annual meeting in Las Vegas, Nev. April 28 – May 1.

The Resource Group (TRG) is an invitation-only, nationwide network of the top 200 planners within LFA. The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – and partner with home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.

TRG’s Board of Directors is composed of chairpersons leading different committees and subcommittees made up of TRG members and home office partners. These committees deliver ideas and actions critical to the success of LFA advisors and their business. As Chairman of the Board, Stone will partner with the CEO and other TRG board members to provide overall leadership, governance, and oversight for the group and its various committees. Stone, a member of TRG since 2002, served as the TRG Annual Meeting Committee Chair from 2010 – 2012 and served on TRG’s Board of Directors from 2012-2014 prior to becoming chairman.

A 23-year financial services industry veteran, Stone founded Stone Consulting Group in 2005 and has been serving clients since 1992. Through his firm, Stone and his associates, design and build comprehensive financial plans primarily for affluent senior retirees and small business owners. Stone is a member of the Financial Planning Association (FPA®) and past officer of the Board of Directors for the FPA® of Northern California. He is a five-time recipient of LFA’s Pacific Regional Planning Group Financial Planner of the Year Award, and past recipient of the Stuart Smith Award in 2005. He has been listed as a Five-Star Wealth Manager as published in Sacramento Magazine from 2011 – 2015.

Stone earned a Bachelor of Science degree in business management from the Marriott School of Management at Brigham Young University in Provo, Utah, and a master of business administration degree from the College of Business Administration at California State University in Sacramento, Calif. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Retirement Planning Counselor (CRPC®), as well as FINRA series 6, 7, 24, 63 registrations.