Bob Stolz

Throughout my career, this very short and direct question, has been the most asked, and I don’t think a week passes when “Will I/we be okay?” isn’t at the center of a discussion. 
 
The question is so short and so direct, yet it’s so complex because it means so many different things to so many different people.  
• Will I have enough money to retire? 
• What will be there for my family if when I die or get really sick? 
• What are the impacts of taxes, inflation and market swings? 
• Can I provide for my children’s or grandchildren’s education? 
 
As a Wealth Management Certified Professional®, I incorporate products and services to help bring financial wellness to you, your family, and your business. We use industry leading tools to help create a more secure and tax efficient outcome for your financial future.
 
If you’re wondering “Will I be OK?” – I’m here to have the conversation and build a plan to that answers the question on your terms. 
 
We can work together to help you be even stronger for the people who matter to you.