How Can We Help?

My name is John Stanek. As an investment professional, I believe our personal and up close approach adds a unique perspective to all we do and provides increased benefits to our clients.

We can help you address the following issues:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management

We can also answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• What’s the best approach for college savings?
• What are the elements of a sound legacy strategy?
• Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.