about us

At Statewide Financial Group, we desire to get you to a better state heading into retirement.

Statewide Financial Group’s Simple Process

Great effort goes into building a complete picture of your financial situation and developing a unique plan just for you. We utilize a client-focused approach that enhances the happiness of our clients and emphasizes our ongoing relationship. We know that every person has a different vision for their dream retirement, we can help get yours there.

connect

At our first meeting, we will connect with each other and lay the baseline down for your expectations. This time is dedicated towards getting to know you and your goals for retirement. We will also discuss any plan that you currently have in place and how you would like to improve it.

1.

create

Then, we will take your goals for retirement and design a personalized plan to meet your individual needs and wants. We will never push any financial product or service on you because we want you to be totally confident in all parts of your plan. This time will be spent explaining the various products that could benefit you going into retirement.

2.

3.

Implement

Once we have discussed thoroughly and you are confident in your plan, we will start implementing. During this time, we will continue to check in on you and your plan periodically to ensure that everything is still going according to the plan we discussed.

get started with our process

At Statewide Financial Group, we desire to get you to a better state heading into retirement.

meet our founder

stuart boxenbaum

president & founder

Stuart Boxenbaum has earned a Bachelor’s of Science in Business Administration and a Master’s of Science in Business Management. He is a Certified Financial Planner, a Fiduciary, and is Securities and Insurance Licensed. Throughout his career, he has amassed over 30 years of experience in the industry and has even been featured in Forbes. Stuart specializes in many different financial topics, including Income Analysis, Investment Management, Retirement Planning, Long-Term Care and Life Insurance. He has access to many different products from many different providers and focuses on creating the best possible plan for his clients’ specific goals.

Stuart is married to his wife, Gail, and he has three children and three grandchildren. He is originally from Chicago but moved to Jupiter, Florida in 1991 and has lived there since. His hobbies include traveling, weightlifting, bike riding, and scuba diving; he became a certified scuba diver in 1975.

Additionally, Stuart is a former US Air Force Commissioned Officer. He also believes in giving back to the community, by donating blood well over 100 times since 1991 to One Blood.

Statewide Financial Group, Inc. incorporated in Florida in 1994 and is an accredited member of the Better Business Bureau.

statewide financial group

Your retirement is in good hands

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office location

  • 116 Intracoastal Pointe Dr. Ste. 200
    Jupiter, Florida 33477

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Statewide Financial Group are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative (“IAR”) or by contacting Virtue Capital Management. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any
annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek
tax or legal advice from an independent professional. Stuart Boxenbaum and/or Statewide Financial Group are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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