Welcome to Stalker Financial Group

 

 

“Our goal is simple: provide superior service to help you — individuals, families and organizations — achieve financial goals and dreams. We do this through a comprehensive review of your investment objectives, combined with a conservative, long-term approach to investing.”

— Jason Stalker, CEO and Account Executive

What You Can Count on From Us:

  • Custom Strategies: Tailored plans that align with your unique goals and values.
  • Expertise: Advisors skilled in tech and entrepreneurship, understanding your diversified income.
  • Tax Optimization: Minimize taxes while maximizing wealth growth.
  • Long-Term Partnership: Evolving strategies to accommodate life's changes.
  • Comprehensive Guidance: From college funding to retirement, we cover it all.

What We Will Never Do:

  • One-Size-Fits-All Solutions: We believe in personalized plans, not generic advice.
  • Overcomplicate: We simplify complex financial concepts for your understanding.
  • Lack of Communication: Our open-door policy ensures we are always here for you.
  • Push Products: Your needs drive our recommendations, not commissions.
  • Short-Term Focus: We are in it for the long haul, committed to your lasting success.

“I was very fortunate and lucky to have met Jason Stalker in February 2003. My previous financial investment broker for 15 years seemed disinterested in my portfolio. Basically, my account seemed to flounder in neutral and was earning a pittance of yearly revenue. I met Jason and told him I was dissatisfied with my current broker and that I would transfer a quarter of my portfolio to him and see what his investment results would attain.

Jason was a godsend! The small amount of my investments that I handed over to Jason Stalker immediately showed big revenue plusses. I have always been ultra-conservative, so I cautiously handed Jason another quarter of my portfolio to see if the results would continue to shine. My review results didn’t only shine – they were relevant, glaring profits!

Once I saw my portfolio profitably bolt forward so quickly, I immediately transferred 100% of my investments to Jason. I am so grateful to have met Jason and have him look after all my financial well-being, as well as my wife’s.”

-W. Palmer 

“I have done business with Jason and his team for over twenty years. We have seen many ups and downs in the market during that time, but Jason always remained calm and gave me fact based information the benefited my portfolio throughout the years. I have always appreciated the honesty and the responsiveness that his team has provided me during our relationship.”

-B. Whalley

“Jason Stalker and Worldsource Financial have been our trusted investment brokers for the past 25 years. In that time, through all the variations in the market, we have received exceptional advice, care, and handling. The result has been that our portfolio has steadily grown, providing us with the financial security we originally sought. We would confidently recommend Jason to anyone seeking a trustworthy and proficient investment manager.”

-G & K Gathercole

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
 

Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to access those assets, they will be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Plan Your Pathway to Prosperity

Let’s strategize together – schedule a consultation to build a financial plan that aligns with your goals!

Contact Us Today

Our Team

Meet the dynamic force behind the scenes: a team that combines strategic brilliance with a friendly demeanor. We’re the ones who translate intricate financial concepts into easy-to-understand solutions. Our knack for crafting personalized strategies is designed to align perfectly with your unique goals – from securing your children’s education to mapping out an extraordinary retirement.