The Stifel Wealth Strategist Report® is an individualized plan developed to analyze your current situation and show you strategies to help you pursue your goals. It will be based on an in-depth questionnaire and interview conducted by a Stifel Financial Advisor.

The Plan is then presented to you in a hard-bound volume entitled the Stifel Wealth Strategist Report®.  

A comprehensive brochure explaining the Stifel Wealth Strategist Report® and how it can help you with your retirement planning is included with every Rollover Kit.