Frequently Asked Questions

MyStages® is a free financial wellness program from Signature Financial Solutions. It’s built around a simple idea: your financial priorities change at every stage of life — starting out, building wealth, preparing for retirement, and living in retirement.

The articles, tools, and quiz are here to help you understand what tends to matter most at your stage, with the option to talk to an advisor if you’d like personal guidance.

Yes. The articles, the stage quiz, and the planning tools on this site are free to use. An initial conversation with an advisor is also free and carries no obligation. If you choose to work one-on-one with an advisor, any fees or costs would be explained clearly before you decide to move forward.

MyStages is a consumer wellness program of Signature Financial Solutions, LLC — a financial firm based in Tampa, Florida that has worked with individuals and families for about 30 years.

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC.

No. You’re welcome to use the articles, tools, and quiz on your own for as long as you like. If and when you’d like to talk something through, you can book a short conversation with one of our advisors — but there’s no obligation.

It’s a short, no-pressure conversation to understand where you are and what’s on your mind. There’s no obligation, and you’ll leave with more clarity either way. If it makes sense to keep working together, your advisor will walk you through what that looks like.

An initial conversation is free and carries no obligation. If you decide to work together, your advisor will explain any fees or costs clearly and up front, so you can make an informed decision. What it costs depends on the type of help you’re looking for.

Our advisors are based in Tampa, Florida, and work with clients across the country. Signature Financial Solutions is registered to offer securities in all 50 U.S. states and licensed to offer insurance in all 50 U.S. states.

It’s a short quiz that helps identify which financial life stage best fits you right now, then points you to a guide with what tends to matter most at that stage — common questions, things to watch for, and practical next steps.

We take your privacy seriously and we don’t sell your personal information. You can read how information is collected and used in our Privacy Policy.

You can browse the Resources section anytime, take the quiz for a stage-specific guide, or download our free retirement guide. If you’d like to talk with someone, you can find an advisor and book a short conversation.