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We Stand by Our Work

We Stand by Our Work

We’re neat, complete, and on time. The pride we get from developing deep relationships with our clients is only exceeded by the warmth and openness they receive when walking through the door.

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A Professional's Perspective

A Professional's Perspective

Nothing is more valuable than drawing from decades of experience to give perspective, nor more rewarding than to use that wisdom to plot a safe course forward through times of transition.

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Consistent Collaboration

Consistent Collaboration

Robert O. Stachura, CFP®, prefers to collaborate with our clients as well as their attorneys and CPAs for the singular goal to provide the most holistic advice possible.

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Comprehensive Solutions for All Your Needs

We are committed to offering complete objectivity and unbiased advice.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Monthly Market Insights

Monthly Market Insights

Click here for our Robert's Monthly Market Insights.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Team

Robert  Stachura

Robert O. Stachura

CFP®, AEP®, RICP®

Suzanne C. Smith

Suzanne C. Smith

Practice Manager

Meghan D. Hurtado

Meghan D. Hurtado

Planner Assistant

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