Robert Stanlick

 

Services

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Our Services

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. This can take place in a number of ways. You can choose from a full service planning and investment program. This can include a comprehensive retirement plan that would include income planning, tax planning and legacy planning. We can also offer investment advice from income planning to tactical asset management or a traditional systematic investment program. Because there are many factors that may change in your situation or the environment it is important to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
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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.

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Social Security 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.

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Income 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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Who We Serve

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Retirees and Near-Retirees

Whether you are retired and or approaching retirement soon, we have your back getting through it all. 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 a 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.

Executive & Business Owners

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:

  1. They are leaders who establish and hold themselves to higher goals.
  2. They are well paid and may be paid creatively.
  3. They tend to operate under formal employment contracts.
  4. Their compensation is usually tied in large part to performance metrics.
  5. They are likely to have meaningful equity interests in their employers and have concentrated stock as compensation.
  6. Their financial fortunes may be disproportionately tied to their employers.
  7. They often are entitled to participate in complex benefit plans.
  8. They may be exposed to unique legal and business risks.

Financial planning for these individuals must address all risks involved with these key components to protect the individual from being derailed from their goals.

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Women in Transition

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:

  • Evaluate and help guide you through the ramifications of all important financial decisions during this period of transition.
  • Provide ongoing education with budgeting, planning, and investing so that you can create a lifestyle that aligns with your new goals.
  • Provide you with disciplined investment management that aligns with the goals we establish in your financial plan.
  • Empower you with online tools and a personalized dashboard to track your progress toward your goals and stay financially organized at all times.

We welcome an opportunity to begin a confidential discussion about your situation.

35 Years Of Your Trust

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    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.