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HELLO
AND WELCOME
WE'RE STREAM! HERE TO HELP YOU BUILD A FINANCIAL PLAN YOU CAN BE EXCITED ABOUT
ABOUT US
At STREAM Financial Planning, we specialize in helping our clients choose the right strategy for their hard-earned money. The Main Office is conveniently located in beautiful downtown Inverness, FL. where our team of professionals are committed to providing our clients with the best possible service.
We believe in forming personalized relationships with our customers and take pride in providing tailored financial advice that meets their individual needs. Client satisfaction is our top priority and we strive to ensure that each and every one of our clients reach their financial goals. We look forward to working with you!
DO YOU HAVE A RETIREMENT STRATEGY?
DO YOU UNDERSTAND IT? ARE YOU CONFIDENT IN IT?
OUR GOALS
At STREAM Financial Planning, our goal is to help you achieve financial security and peace of mind. We do this by combining education with personalized plans. We partner with some amazing companies to bring you the best advice, as well an array of financial workshops to teach how to navigate these complicated systems. We believe investing time in the community helps us all achieve financial freedom. As a local financial service, we are dedicated to getting to know each of our clients and providing them with strategies that are tailored to their family's needs.
Our team is trusted, experienced and committed to helping you maximize your financial goals. Whether your concerns are retirement, the market or preparing for the future; we can assist you in creating the optimal financial plan.
OUR ADVISORS
STACEY LITTLE
FOUNDER / LEAD ADVISOR
Stacey is your go-to source for comprehensive financial planning services. She is a Georgia State University graduate with a degree in Business Finance. She is also a Licensed Banker and National Social Security Advisor. With years of experience and a strong commitment to customer service, Stacey strives to provide her clients with the most up-to-date and reliable financial advice.
Stacey grew up in Atlanta, GA but relocated to Inverness, FL to be closer to family. When Stacey isn't helping people with their finances, you can find her out on the lake with her husband and their two dogs. She also loves traveling the world and meeting new people. She enjoys strategic games and problem solving; which make her the ideal person to turn your financial concerns into plans for success. Stacey is ready to be your new advisor, with a commitment to helping great people in the community realize their potential.
KAYLA LYLES
ASSOCIATE ADVISOR
Meet Kayla, a mother of three who is somehow still always energetic and committed to her work. She enjoys being outdoors and spending time with her family. She is artistic, bright and always making people laugh. Despite her busy lifestyle, Kayla is always willing to lend a helping hand to her friends and neighbors. She has a strong financial background and is passionate about helping others manage their money. Kayla is a dedicated professional and is an asset to our team!
Kayla has been in the banking industry for 12 years. She has helped hundreds of people manage their resources and reach their goals. She is fantastic at customer service and is happy to help you with any questions you may have. Drop by our Workshops to meet Kayla, where she can help you set up the next steps for your future.