Serve First, Serve Last, Serve Always 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 experts 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.