Stiba Wealth Management

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

July Business Services, founded in 1994, partners with financial advisors and employers throughout the United States to provide retirement plans and record keeping services. It designs and offers a variety of retention and retirement plans, including safe harbor, comparability, defined benefit, profit sharing and employee stock ownership plans. The services offered by the firm include plan design and administration, documents management, enrollment and communication materials, tax management, plan conversion, and payroll services. It also provides online investment advice, financial counseling and enrollment workbooks and forms, investment education, risk profile worksheet, and fact sheets. July Business Services is located in Waco, Texas.

HistoryAlthough the agency owner has been in insurance for several years, Caliber Risk Management, LLC. was started in 2018.SpecialtiesWe specialize in locating gaps and holes in your current coverage and suggesting ways to fill them.