Robert Stanlick
Robert Stanlick
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 they 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.
Whether you are retired or approaching retirement soon, we have your back getting through it all. As your legal business advisors, we understand the risks and responsibilities our clients face with planning all the important aspects of their legacy. We help create the opportunity for confidence by diligently reviewing your family’s wants and needs every time we connect.
While often, our clients are seeking a partnership with investment management expertise and a more comprehensive planning approach for their overall wealth management needs, we take it an extra step. We partner with your professionals to make sure your wishes are met for your goals.
Our team has the desire to know you well and understand what’s most important to you so we can offer prudent advice to get you there. One thing we hang our hats on is creating a financial plan that’s easily digestible and actionable, allowing you to enjoy your retirement with confidence.
We analyze several key characteristics of corporate executives and business owners, all of which are integral to the financial-planning process. We find there are often eight key commonalities within this group:
Financial planning for these individuals must address all risks involved with these key components to protect the individual from being derailed from their goals.
Whether you are in the midst of a divorce, changing careers, or grieving the death of your spouse, sometimes a helping hand can guide you to gain clarity and confidence in your financial life. We will partner with you on an array of important financial decisions, so you can focus on the emotional changes and planning for this new chapter ahead.
We must: