YOUR GUIDE ON LIFES FINANCIAL JOURNEY
Meet your dedicated guide, Janet M. Stanley, CPA/PFS.
The Long Run: Women and Retirement
Why Choose A Fiduciary?
Our practice understands today’s needs and challenges to individuals and small businesses.
18 YEARS WORTH OF DAYS
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Extended Care: A Patchwork of Possibilities
It May Be Time for a Financial Checkup
YOUR FUTURE STARTS WITH A MEETING
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.