There may come a time when you want to sell your rental property. After putting in all the time
“If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place.”
Steve Stanganelli, CFP®, CRPC®, AEP®, NAPFA Registered Financial Advisor
We Provide…
camera
Comprehensive or Limited-Scope
We can prepare a plan that addresses all areas of your finances or just answers the key questions on your mind. We offer help with basic cash-flow or credit issues to more involved estate and tax problems.
settings_phone
On-Going Support
We offer answers and help in implementing your personal plan. And we’re available to keep you on-track with periodic reviews to update your plan whether or not we directly manage your investments.
monetization_on
Low-Cost, Index-Based Investing
We build and manage globally diversified portfolios that are personalized to your needs and Risk Number based on index funds at a total cost that is far below the average mutual fund expense ratio.
show_chart
Flexible Options
We offer a range of planning options. And we don’t require that you move your money to have us manage it. You can choose from an hourly rate, fixed-fee or asset-based rate. We offer installment billing and accept credit cards.
group
Rated Advisor Team
Our team consists of a network of insurance, tax and financial planning professionals including highly-rated advisors who have earned CFP®, CRPC® and AEP® professional designations.
add_circle
Fee-Only & Fiduciary
We don’t sell any financial or insurance products. We are only paid by our clients. We are not affiliated with or selling anything on behalf of anyone. We only work for you and always put your interest first.
Financial Planning Services for Individuals
Financial Planning Services for Businesses
Steve Stanganelli – Fiduciary Financial Planner
Newsletter Roundup: Choose Your Own News …

Having a Financial Plan Can Help You Save for Your Long Term Goals
Whether you are saving for retirement, establishing a college fund for your kids or beefing up

How to Legally Avoid Taxes When Selling Investment Real Estate
Over the nearly thirty years of practice in financial planning and banking, I have been approached