We have partnered with several CPAs and with our planning software we can run different scenarios to test tax strategies that you can then take to your CPA to see if it would benefit your tax situation.We also work with an estate planning attorney to help you map out the most successful legacy planning program that you can and then be here to answer questions.
So many people fail to make the seismic shift, when retirement planning from accumulating assets to accessing their resources in retirement. Robert Stanlick concentrates on retirement planning and investment strategies using a number of innovative approaches. He will help show you how to identify strong income attributes of an investment and build a specialized strategy just for your income needs versus investing totally in a lifestyle or target date portfolio.A financial service professional since 1990, Robert has the in-depth knowledge of financial issues that comes from nearly a quarter-century of experience. In addition to a bachelor’s degree from Colorado State University-Pueblo, he has completed programs from the College of Financial Planning and from the Life Underwriters Training Council.Robert is an accomplished public speaker. He has been presenting Social Security workshops for 7 years as well as many investing and retirement classes. He was a host of Money for Life show on KVOR for over 9 years and has been a guest for KRDO TV and radio, KKTV, KOA and KHOW.Robert’s experience and training enable him to assist clients with services ranging from retirement income and Social Security planning to tactical investment strategies and legacy planning.
For the past eight years, we have been an innovator in social security planning. The one area that sets us apart is we do not tell everyone to wait till age 70 to start benefits. With our advanced calculators, we can run what-if scenarios to give you the best ages to start and maximize your Social Security benefits.We have partnered with one of the largest and most respected Social Security planning firms.