Lodestone Financial Services

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Where Theres a Plan, Theres a Continued Business
529 Plans: Funding Higher Education
Estimating College Costs
Alphabet Soup: ILITs and the GST
Assessing the Needs of an Aging Parent
Asset Protection at a Glance
Evaluating Your Gross Estate
Family Matters: Lending to Your Children
Shielding Your Insurance from Estate Taxes
The ABCs of Estate Planning
A Look at Medicaid
COBRA: Continuing Health Care Coverage
Disability Income Insurance: Some Features Say It All
Long-Term Care IssuesPlanning for Today and Tomorrow
Protect Your Earning Power with Disability Income Insurance
A Vacation HomeThe Ultimate Hideaway
Financial Planning and DivorceA House Divided?
Issues Facing Growing Families
Its Time to Conduct an Inventory
Keeping a Reality Check on Personal Debt
New Economic Realities for Todays Young Couples
Securing Your Childs Special Needs
Special Needs Children Require Special Planning
Surviving the Loss of a Spouse
Ten Ways to Stretch Your Money
Building Retirement Confidence
Divorce and Retirement Plan Proceeds: A Case Study
Making Lifes Transitions More Manageable
Money Management Throughout Life Stages

Retirement Savings: Do Yours Measure Up?

How Fast Should Your Business Grow?

Navigation is the art of getting from one place to another, safely and efficiently.

One of the earliest man-made navigation tools was the mariner`s compass. The navigator would rub an iron needle against magnetic lodestone, attach it to a piece of straw and float the straw in a bowl of water. The needle would point in a northerly direction, helping the navigator to chart a true course.
The dedicated professionals of LodeStone Financial Services specialize in helping our clients chart a safe and efficient financial course.

D`Cater Joseph, Claud Jacobs, Howard Goode, David Petty.

We take pride in our many years of experience and in our ability to respond personally to your questions and concerns. Entering the uncharted financial world of the 21st century will be an exciting challenge, and we are prepared to be your guides.
We hope that this site will further your awareness of how our business works and the services we provide. If you have questions, please feel free to call or email us.
Thanks for being here. We appreciate your business.

5103 E. Airline Road Victoria, TX77904-3776
Phone: 361-570-0920 Fax: 361-573-6032 Email: dfjoseph@finsvcs.com