Stan keeps us informed about our investments and advises us on the best path for our future. He is easy to talk to, listens, and truly cares about our lifestyle. Our daughter is in the Army and Stan has helped her plan for her retirement. He is an asset in our lives and we enjoy stories about Julio(the parrot!)
February 2018
Stan is an amazing financial planner and has helped me put a plan around how we go about planning to retire. I would highly recommend him to anyone who is thinking about what they want life to look like once they are done working!
February 2018
I would never trust anyone else with our family future. Thank you Stan!
