Financial Planning

Financial advice is everywhere.  Every time you turn on the TV or open a newspaper, there’s someone saying they know the secret to your financial success – all you have to do is pay to attend their seminar.  However, a financial plan is not a one-size-fits-all idea.

At Stolz & Associates, we believe in getting to know our clients before we give any advice.  Everyone has different goals.  Whether that means sending your kids to college, buying a vacation home, or making sure your money lasts through retirement, these things must be incorporated into your financial plan.  You’re not the same as everyone else, and your financial plan shouldn’t be either.