Options on How to Work with Stan

Hourly Consultation Brochure

Hourly Consulting is a flexible and affordable option if you are seeking sound financial guidance delivered in a deliberate, goal oriented manner. You get as much assistance as you need, when you need it throughout your life. Click here to download the Hourly Consultation brochure.

Ten Questions to Ask a Financial Planner

You may be considering help from a financial planner for a number of reasons, whether it's deciding to buy a new home, planning for retirement or your children's education, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future. Click here to download the Ten Questions to Ask a Financial Planner brochure.

Fee Based Article

Fee - based wealth management allows you and your financial advisor to sit on the same side of the table. You share a common goal to grow the value of your wealth. Instead of commissions, financial advisors receive a low annual fee, a percentage based on the value of your account. (Nominal transaction costs occur.) Please click here to read the article for more information.

Sample Financial Plan

Click here for the Sample Financial Plan. This plan is an excellent example of a typical Financial Plan that I provide for my clients. The process involves a meeting where information is gathered and then after the plan is completed a second meeting takes place to go over the plan's information. The plan helps in gaining an understanding of the many variables and options that are available.

Overview of Investment Account Options Available When Working With Stan

A major question for an investor is what type of an account should be used for their overall investment program. You will find  an excellent overview of the major type of accounts available.