Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Stan Stanek
President, Stanek and Associates
I have 30 years experience as a Financial Advisor focused on Retirement, Estate Planning, Business Continuation, Key Person and Long-Term Care.
Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you achieve your financial goals for Retirement and Estate strategies as well as your insurance needs. I develop long term working relationships with clients providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide strategies and guidance to help you maximize your benefits and flexibility.
I am uniquely effective and sensitive to helping provide the means for my clients to maintain their Independence and Dignity when a change in their Health occurs due to the natural aging process.
Along with a team of professionals, I offer guidance to my Clients to help them reach their financial goals. I provide a financial needs analysis through a network of EXPERIENCED professionals with expertise in:
- Retirement analysis
- Estate Planning Strategies and Preservation
- Business Owners Planning and Continuation Strategies
- Trust Services
- Elder Care
- Long-Term Care
- Employee Benefit and Retention Services
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.