Scoring Big: The Financial Game Plan for Football Fans

Football season is in full swing, and fans are buzzing with excitement. As friends and family gather to cheer on their favorite teams, here at StackStone Wealth we have seen the strategies used on the field and see some parallels with planning for your financial success. In this post, we are going to tackle the world of football to discover some insights that can help create a winning financial playbook. So, let’s grab our jerseys and kick off our game plan!

The Power of Strategy

Just as football teams strategize different offensive or defensive plays, your financial journey requires a strategy. Football coaches spend hours analyzing their team players, opponents, weaknesses, and strengths to create a game plan. Similarly, you should set financial goals. Our offices in Dubuque, Rockford, and Lake Geneva will develop a game plan that considers your financial goals and investment management to help lead you to victory. As a team, we will work together to meet your unique individual needs.

Teamwork Makes the Dream Work

Football teaches us the importance of teamwork. The quarterback relies on the offensive line to protect them, and the defense depends on each player doing their job. In the world of finance, you may need a team of financial advisors to help navigate complex decisions. As with football, we believe no one player can do it all and that is why we optimize a team of professionals when working with our clients.

The team at StackStone Wealth is a blend of experience, with Financial Advisors, Paraplanners, and Client Service Specialists all working together seamlessly.

Our team includes:

• Scott Leibfried, ChFC®, APMA™—Private Wealth Advisor, CEO
  
• Joe Leibfried, CFP®, CRPC™, APMA™—Financial Advisor, President
• Gary Rowan, CRPC™, APMA™—Financial Advisor
  
• Mark Frederick, MBA, AAMS™, CRPC™, APMA™, CEP®—Private Wealth Advisor
  
• Kirk Osborne, CFP®—Private Wealth Advisor
  
• Rick Winslow, CFP®, APMA™—Financial Advisor, Financial Planning Analyst
• April Blasen, CFP®, APMA™—Financial Advisor
  
• DeAnna Brown, APMA™—Financial Advisor
  
• Logan Ben, CFP®, APMA™—Financial Advisor, Financial Planning Specialist
  
• Kelly Schwigel, APMA™—Financial Advisor
  
• Alysia Harrick, APMA™—Financial Advisor, Business Development Director
  
• Ryan Keating, APMA™—Financial Advisor
  
• Tara Staner—Paraplanner, Operations Director
• Stacey Willenbring—Paraplanner, Client Service Manager
• Megan Brunsmann—Client Service Specialist
• Brittany Glendenning—Paraplanner
• Christy Maiers—Client Service Specialist
• Tiffany Stietz—Marketing Manager

Together, we offer support and maintain open lines of communication with our clients. We believe this collaborative approach sets us apart and helps to ensure that our clients receive a premium experience.

The Long Game

With four quarters that demand both physical and mental toughness, football games can be a battle of endurance. Similarly, your financial journey may span decades, including retirement planning and investment strategies that can pay off in the fourth quarter of life. We'll look at how diversifying your investments and having an emergency plan can help you tackle unexpected financial challenges.

Halftime Adjustments

Football teams make changes at halftime to improve their performance in the second half of the game. Similarly, you might need to make financial adjustments along the way. Football is all about scoring points, and in financial planning, it's about saving and investing wisely. We will help provide guidance on how to adapt to life changes and setbacks. Together, we will discuss different “halftime” adjustments to prepare you for the Big Game of Retirement.

Fourth Quarter

Football and financial planning may seem unrelated on the surface, but when you dig deeper, you'll discover valuable lessons that can help point you toward the end zone. Just as teams devise plays and strategies, individuals can set financial goals, draft a financial team, and make halftime adjustments. So, the next time you’re rooting for your favorite football team, cheer for the team right here at StackStone Wealth. Touchdown!