Robert O. Stachura, CFP®, and the passionate team behind our firm deliver a wide range of financial services. From estate, investment, and retirement planning to charitable giving, our planners begin where every healthy relationship should: with integrity and trust. We’re income specialists. We’re contingency planners. And, we’re no strangers to the challenges that come with life transition.
Whether it’s preparing for retirement, the loss of a job, a serious illness, or starting a philanthropic endeavor, every major change in life brings its own share of challenges and complexities. It’s precisely because of these challenging times that we take every measure possible to ensure a smooth, worry-free transition. It’s what inspires us, because we believe the way we deliver these services is just as important as what we deliver.
Meet our team and get to know the people behind the purpose.
Every individual we work with is looking for something unique, but at the end of the day, we’ve determined that among many of the differences, most clients are looking for three things; safety, liquidity, or growth. Whether it’s one or all three of these objectives, clients who most enjoy the long-standing relationship they have with us also possess these qualities:
Let's start a conversation today about your plan for now, later, and legacy.