What Makes Us Different Overview

Service

At Stefanski Holmes Wealth Management we take pride in our reputation of providing Outstanding Service that meets or exceeds our clients’ expectations. We regularly complete a Client Survey and ask our clients to evaluate our service levels. We also provide the opportunity for our clients to make suggestions for service improvements.

Retirement Distribution

We specialize in retirement planning by completing a comprehensive financial and non- financial risk assessment and developing your personalized Retirement Distribution Plan. Your personalized plan is based on your retirement lifestyle objectives and is intended to provide an inflation adjusted Income for Life.

Professional Women

We understand that Professional Women face unique and conflicting challenges in life. We take special care in addressing those challenges by assisting you in the identification, prioritization, and creation of a personalized plan that seeks to minimize risk while accomplishing your short term and long term goals.

Divorced Or Widowed

We specialize is assisting those who have experienced an unfortunate life event such as divorce or loss of a spouse. Together, we can provide guidance to help bring order to your life and plan for the future. We encourage team participation with your other tax and legal advisors, and coordinate the entire process.

Client Survey Results

We provide our clients with the opportunity to provide feedback on our service. We appreciate service improvement suggestions and have implemented those that have a positive impact on our clients’ experience. We summarize and send a copy of the Client Survey Results to our clients.

Independence

Stefanski Holmes Wealth Management is an independent firm. We have extensive research capabilities through LPL Financial, the nation’s largest independent brokerage firm*. Our advisors’ affiliation with LPL enables us to provide objective recommendations in the best interest of our clients. LPL offers no incentives to recommend proprietary products, no minimum production requirements, no investment banking, and no mark-ups to sell investment inventories. We work exclusively for you.


*Based on total revenue, as reported by Financial Planning magazine, June 1996-2017