Services Available Through Stifel

Estate/Wealth Management Services:Stifel Services Peter VanDer Schaaf CMT Financial Advisor Grand Rapids Michigan

  • Portfolio Review.  We provide a complete analysis of your investments and help develop a plan designed to suit your objectives and risk tolerance to help you pursue your goals.  This may include the consideration of alternative investment strategies if appropriate for the client.
  • Estate Planning Analysis.  We will work with your attorney to review current wills, trusts, property titling, gifting stategies, charitable bequests, and other planning techniques, with potential recommendations to reduce federal estate taxes.  This includes long-term care analysis and college funding strategies.
  • Insurance Review and Analysis.  We will review your life insurance and disability income policies to provide a concise look at the benefits to you and your family.  We will help make sure that the beneficiary designations are properly drafted and that the ownership of the contracts is tax-efficient.  We will also verify with the insurance carriers that the proper riders and guarantees are in effect to make sure these benefits are there for your lifetime and that the premiums are contractually guaranteed for lowest cost.  (Guarantees are based on the claims-paying ability of the issuing insurance company.)
  • Retirement Plan Analysis.  By studying your accumulation and distribution strategies, we can assist in developing a plan to help maximize your current assets and tax deferrals while minimizing potential estate taxes and costs to your heirs.  We specialize in deferred compensation and defined benefit plans, which have greatly increased our clients' allowable pretax contribution to qualified retirement plans.

 Investment Banking Services:

  • Investment Banking.  Raises equity and debt capital in the public and private markets, as well as structures and negotiates mergers, acquisitions, and divestitures for both privately held and public companies.
  • Fixed Income Sales & Trading.  Offers a full spectrum of products and services spanning the areas of trading, research, and portfolio management.  

Corporate Executive Services:

  • Stifel possesses the experience and expertise required to offer guidance and support to corporations and their executives as they face the varied, and often complicated, issues relating to employee ownership of their company's stock.  Stifel is equipped to handle such complex issues on both a corporate and an individual basis, such as Cashless Stock Option Exercises, Control & Restricted Stock Sales, Rule 10b5-1 Plans, and Lending on Control & Restricted Stock.

Trust Services:

  • Planning for the preservation and efficient transfer of wealth is a concern for many, and Stifel can provide services to help address each individual's planning objectives.  Through Stifel Trust Company, Pete can work with clients and their other advisors to provide guidance in fulfilling family estate planning needs.  Stifel Trust Company provides professional, individualized asset management and high-quality trust administration.

 

References to Stifel may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated. Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Company, N.A. does not provide legal or tax advice.