As you work with the Stappas Team to craft your personal plan – a comprehensive list of all strategies to help ensure your financial well-being – we’ll be with you every step of the way. This starts with learning what inspires you, what concerns you, and what you want to achieve. By developing a deep, caring relationship with you, we can confidently design a custom-tailored plan for you, your family, and/or your business. This comprehensive plan is the framework that supports your family, your lifestyle, and your aspirations.
While our relationship with you is in the forefront, our affiliations within the Stappas Team, the Summit Financial team, and a broad range of financial services providers are what allow us to deliver superior products and services. It is our focus on people and our relationships with them, that we believe lifts us above the average investment advisor – while we’re proud of our numbers, it’s our exceptional relationships that keep us engaged and excited about coming to work.