
Your partner in the financial service arena
Retirement planning starts with your financial service advisor
Retirement planning starts with your financial service advisor
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.Robert enjoys riding his Can Am Spyder through the mountains with his wife Kelli. They enjoy spending time with their four grand kids and being involved with their church.
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It is projected that if nothing changes all Social Security benefits could be cut by 23% in 2033 -34
Modern Portfolio Theory Exposed
Market Check and Changes .
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Monday - Friday: 8-3:30
Saturday: By appointment
Sunday: Closed
Copyright © 2020 Rocky Mountain Wealth Partners - All Rights Reserved. Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC This content is developed from sources believed to be reliable and is for general information only. It is not intended to provide specific investment advice and should not be considered a recommendation or solicitation for the purchase or sale of any security. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice.Rocky Mountain Wealth Partners and Geneos Wealth Management, Inc do not provide tax or legal services. Please consult tax or legal professionals for specific information regarding your individual situation. Check the background of this financial professional on FINRA's BrokerCheck
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