Robert Stanlick

 
Welcome To

Robert Stanlick

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Welcome To

Robert Stanlick

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
https://robertstanlick.com/wp-content/uploads/2022/02/2.png
https://robertstanlick.com/wp-content/uploads/2022/02/34523.png
Welcome To

Robert Stanlick

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Our Blogs

Better Business With Robert Stanlick

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Featured in advisorsmagazine.com
November 19, 2020
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Named Top 50 Advisor for Colorado Springs
March 14, 2021
Check out our Investment Strategy and Are you over Diversified
Dated: 20 Aug 2021
What the S&P has returned in the month of June since 1950
Dated: 20 Aug 2021
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Where Can We Help

About Us

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
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Tax & Succession Planning

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.

Income Planning

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.

Social Security 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.

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Growing With Our Clients

35 Years Of Your Trust

A financial 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.
So many people fail to make the seismic shift from accumulating assets to accessing their resources in retirement. Robert Stanlick concentrates on income 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.
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Meet Robert Stanlick Professionals

Commited To Your Business

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. Check the background of this financial professional on FINRA’s BrokerCheck.
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Get Solutions Fast

First Class Consultancy

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.
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Our Offices

Let's Talk

We love our customers, so feel free to visit during normal business hours.
Colorado
2153 CHUCKWAGON Road
Colorado Springs, CO 80919
Email us
robert@rmwealthpartners.com
Call us
719-400-6516
Request a Call Back
If you’d like to talk to our consulting team, contact us via the form and we’ll get back to you shortly.

    Robert Stanlick
    About Us
    Geneos Privacy Policy 3-2020.pdf (wsimg.com)
    We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.
    Check the background of this financial professional on FINRA's BrokerCheck
    Privacy Policy

    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.

    Get in touch
    Robert Stanlick Social links
    Consult tax or legal professionals for specific information regarding your individual situation.
    Geneos Privacy Policy 3-2020.pdf (wsimg.com)

    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

    Robert Stanlick
    About Us
    We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.
    Our locations
    Where to find us?
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    Get in touch
    Robert Stanlick Social links
    Consult tax or legal professionals for specific information regarding your individual situation.

    Copyright © 2022 by Robert Stanlick. All rights reserved.

    Copyright © 2022 by Robert Stanlick. All rights reserved.