About Rebecca
FOUNDER AND CHIEF FINANCIAL ARCHITECT
I help business owners and families solve complex financial problems.
Rebecca Stone – My Story
Rebecca Stone is a financial consultant, business coach and the founder and managing member of Stone Financial Group, LLC a Colorado based financial consulting company.
Prior to founding SFG, Rebecca was the co-founder and COO of Private Wealth Counseling Group, Inc. where she served owners of privately held businesses with estate planning, family wealth office counsel, wealth management and business succession planning.
Rebecca graduated Magna Cum Laude from the University of Illinois. She obtained her certificate in Financial Planning from the Metropolitan College of Financial Planning in Denver, Colorado. Her Executive Business Coaching certificate was awarded through the Institute for Business Success in Osprey, Florida.
“Rebecca took my idea and helped me turn it into a profitable company in less than four months!”
Why Work With SFG?
SFG is a multi-faceted consultancy with an emphasis on affordable insurance solutions for business owners, individuals, and families. SFG focuses exclusively on leveraged life insurance, private wealth banking, business succession and tax-free retirement solutions.
Whether you are scaling your business or planning your eventual exit, our goal is to help you develop the strategies you need to stay in control of your assets, have the flexibility you want to live an abundant lifestyle during retirement with the ability to give back, help and provide for your loved ones as you determine.
What We Can Do For Your Business
Visioning
Branding
Exit Planning
Marketing
Research
Hiring
Networking
Operations
Contact
Phone
Address
3415 N Lincoln Ave; Loveland, CO 80538