Our Firm

Stan is committed to helping you pursue your long-term financial goals. As a specialists in retirement planning and estate conservation, he can help you answer the questions you may have about your financial future, such as: 

• Will I be able to retire early?
   
• How much money will I need in order to retire?
   
• What are my 401(k) plan distribution options?
   
• Should I have a traditional IRA or a Roth IRA?
   
• Do I need disability income insurance? Long-term care insurance? 
   
• How can I ensure that my children receive as much as possible from my estate?
   
• What do I need to know about wills, trusts, and probate? 

We offer financial products and services tailored to your individual needs. Stan is committed to you for the long term.