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Stellwagen & Associates

  •  Tel: (941) 375-2171
  •  Fax: 941-237-3980

Stellwagen & Associates

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Proactive Planning

 

Your Road to a Reasonable Retirement

 

The Seniority Solution

 

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  2. Our Process

Our Process

We follow the process outlined in my book, The Seniority Solution, which has nine steps to completing a financial engagement.  Go to ____ to see a description of the steps involved. Not every step applies to every client.

Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you achieve your goals.

 

 

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901 Venetia Bay Boulevard Suite 230, Venice, Florida 34285
  •  Tel: (941) 375-2171
  •  Fax: 941-237-3980
  •  gfs@wealthadvisors-llc.com

Financial Planning and Investment Advisory Services are offered through Florida Tax and Wealth Advisors, LLC, a Registered Investment Advisor with the state of Florida; its principal place of business is in Venice, Florida. Gerry Stellwagen is an Investment Advisory Representative of Florida Tax and Wealth Advisors, LLC as well as its owner and CEO.

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