Stone Pine Financial Partners is a financial planning firm focused on helping people navigate the transition into and through retirement. Its approach is built around the view that retirement requires specialized planning to balance income, investment growth, and safety, rather than simply preparing to stop working. The firm says it serves clients typically aged 55 or older with at least $1 million in investible assets, especially those seeking confidence about sustaining their lifestyle and avoiding the risk of outliving their money.

Stone Pine’s team identifies as Certified Financial Planners and Retirement Income Specialists. Its services include portfolio management designed around retirees’ needs and sustainable distributions, tax planning that considers potentially lower-tax years early in retirement, and coordinated advice across retirement income, investments, healthcare, housing, and estate planning. The firm also helps clients consider healthcare costs, Medicare and long-term care insurance, Social Security claiming strategies, market volatility, and financial planning for a surviving spouse.