Michael Staman (AWMA, CAP, CFP®, MPAS, MSPFP)
Michael Staman focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
I’m applying 25+ years of experience to a select number of families, helping them maximize their financial situation. I have expertise in retirement, tax, and estate planning, and especially enjoy helping with charitable giving.NAPFA Start Date
March 27, 2023