Dave's Retirement
In 2001, Stolz & Associates was founded from a CPA firm that wanted to begin helping clients with Financial Planning. Over the course of 20+ years, Dave and Michelle built a great company with great clients. In this video, Dave discusses the company's future and his plans for retirement.
We will all be sad to see Dave go, but he'll still be around, and we're excited to continue helping clients in the future.
As always, if you have any questions, please don't hesitate to contact us.
Disclosure
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov.