Business Details
Your Trusted Partner for Financial Advisory Services in San Rafael
Stonebridge Financial Group was founded by three independent financial professionals who combined their expertise to create a focused team dedicated to corporate and private wealth management. Our firm specializes in retirement plan consulting, executive benefit plans, corporate risk management, business succession planning, and special needs financial planning. We prioritize personalized financial strategies tailored to each client's unique goals, ensuring long-term security and growth. Our team's commitment to excellence spans from initial design and implementation to ongoing client support, reflecting our dedication to exceptional service.With a deep understanding of complex financial landscapes, we help clients navigate challenges while adhering to the highest standards of professionalism and integrity. Our approach integrates strategic planning with empathetic guidance, particularly in special needs planning, where our leadership's personal experience enhances our ability to serve families effectively.
Services
Retirement Plan Consulting
Executive Benefit Plans
Corporate Risk Management
Business Succession Planning
Special Needs Planning
Highlights and features
- We offer decades of combined experience in corporate and private wealth management.
- Our team includes CERTIFIED FINANCIAL PLANNER professionals and specialists in special needs planning.
- We provide tailored financial strategies aligned with each client's unique goals.
- Our commitment to ongoing client support ensures long-term financial success.
- Leadership's personal experience enhances our empathetic approach to special needs planning.
Services
Retirement Plan Consulting
Stonebridge Financial Group designs customized retirement strategies for businesses and individuals. Our experts analyze financial goals, risk tolerance, and timelines to create sustainable income solutions. We help clients navigate complex regulations while optimizing tax-efficient savings for long-term security.
Special Needs Planning
We develop comprehensive financial frameworks for families with special needs dependents. Our plans include special needs trusts, estate coordination, and government benefit preservation strategies. Our team's unique personal experience enhances our ability to address long-term care requirements effectively.
Corporate Risk Management
Stonebridge identifies and mitigates financial risks for organizations through tailored insurance and investment strategies. We assess business continuity needs, liability exposures, and executive benefit requirements to protect corporate assets and ensure operational stability.
Business Succession Planning
Our specialists create transition plans for business owners that address ownership transfer, tax implications, and leadership continuity. We coordinate legal, financial, and operational elements to maintain business value during ownership changes.
Executive Benefit Plans
Stonebridge designs non-qualified deferred compensation and executive benefit programs that attract top talent while aligning with corporate financial objectives. Our solutions balance competitive compensation with long-term organizational sustainability.
People
Blair Martin
Managing Principal, Financial Professional, AIF
Blair leads Stonebridge's special needs planning practice, combining professional expertise with personal experience supporting a family member with special needs. He focuses on creating inclusive financial solutions that address long-term care requirements and family concerns.
Nathan Cobert
Principal, CERTIFIED FINANCIAL PLANNER professional, ChFC, CDFA
Nathan specializes in divorce financial analysis and complex planning strategies. With advanced credentials in financial planning and divorce advisory, he helps clients navigate transitional financial challenges while maintaining long-term stability.
Roberta Bechtel
Director of Qualified Plans
Roberta oversees retirement plan consulting services, working with businesses to implement compliant, tax-efficient employee benefit solutions. Her expertise in qualified plans ensures clients meet regulatory requirements while achieving workforce retention goals.
Michael Dooher
CFP, CPFA, ChSNC, CERTIFIED FINANCIAL PLANNER professional
Michael provides comprehensive financial planning services with specialized knowledge in senior care solutions. His certifications in financial planning and senior care coordination help clients address aging-related financial challenges effectively.
Charlotte Sloan
CHFC, CLU, Retirement Planning Specialist
Charlotte focuses on retirement income strategies and insurance planning. Her extensive experience in financial services helps clients develop sustainable withdrawal plans while managing longevity risks through appropriate risk management tools.
Questions
What services does Stonebridge Financial Group offer?
We provide retirement plan consulting, executive benefit plans, corporate risk management, business succession planning, and special needs financial planning.
How does Stonebridge approach special needs financial planning?
Our team combines specialized expertise with personal experience to create tailored strategies that ensure long-term security for individuals with special needs.
Are Stonebridge's financial advisors certified professionals?
Yes, our team includes CERTIFIED FINANCIAL PLANNER professionals, Accredited Investment Fiduciaries, and specialists in various financial disciplines.
Where is Stonebridge Financial Group located?
Our main office is at 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903.
