Robert O Stachura

Pratik knows your goals and circumstances are unique, which is why he’ll work with you to build a personalized plan that puts your most important goals front and center. He’ll help you gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, he can help analyze your investments and prioritize your needs, wants, and desires.

Aaron specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance recommendations. He believes that a fruitful relationship begins with education and understanding about why having a plan is important and how it can help his clients pursue a comfortable retirement. He presents solutions in a clear and relatable way that helps his clients gain clarity about what they hope to pursue over the short and long term.

Jim has developed and refined a process that provides customized financial planning solutions designed to help his clients accumulate, protect, and distribute wealth. This process starts with open and honest discussions about goals and expectations. After implementation of the plan, he is committed to an ongoing management and communication practice that revolves around frequent updates and continued discussions as his clients’ lives evolve. Jim is passionate about sharing financial literacy that helps his clients understand the solutions they may need to help them achieve their long-term goals.