Tom Stefaniak discusses important retirement questions, including:
1) What is the most important service that you provide to your clients?
2) What is a Wealth Plan?
3) How often do you update the plan?
The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would not have considered. He comes alongside his clients to recommend strategies customized for their specific situations.
Listen to the interview on the Business Innovators Radio Network
When it comes to Investing for your Best Interest Tom Stefaniak, CFP®, strongly believes in financial planning. Every client of Pinnacle Wealth Management has an opportunity to create a personal Wealth Plan which gives them the ability to take an in-depth look at their financial life.
Tom built Pinnacle Wealth to be a firm that values relationships above all; he loves meeting with clients and building a relationship that goes far beyond finances.
Stefaniak commented that “It brings me great pleasure to relieve the stress and anxiety surrounding money and retirement and to help you aim toward your personal and financial goals. Working with you, I can help you to address the needs of your specific situation to devise your personalized plan of action.”
Listen to the previous episodes in the series with Tom Stefaniak on the topics of:
How Much Money is Enough to Retire
Managing Life’s Transitions
About Tom Stefaniak
After more than 30 years in the business, Tom can still confidently say that he loves his job and has found his true calling. Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs. Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment, Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members. Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.
Learn More: https://www.pinnaclewm.com/