Janet Stanzak (CFP®, MS)

Planning Specialties

Janet’s passion is helping people achieve fulfillment through clarity and confidence in their financial life. Life transition planning is her specialty, focusing on possible strategies and their respective impact to outcomes.

Over 30 years of experience and expertise integrate the art and science of financial planning into your recommendations so you can be confident in the choices you make.

Clarity is about aligning your financial actions with what truly matters.  Values, beliefs, and goals are at the core of understanding what matters most to you.  Clarity also is about understanding the pro's and con's of each decision we face.  Understanding leads to being able to prioritize our choices based on what really matters in our lives.  It also gives us direction in creative problem solving and financial strategies.

The science of financial planning involves analysis, due diligence, and strategic thinking to assure solutions are technically sound.  Janet helps you understand how various strategies impact your results.  Knowledge breeds confidence.

Services include "what if" scenario planning and analysis, portfolio construction and investment management, retirement income distribution strategies, tax planning, risk management, and estate and legacy planning.