Bonnie L. Staniewicz, CFP^{^®}, CDFA

President

Welcome!

I’ve been helping people take the guesswork out of planning since 1998 – a responsibility I take very seriously. I consult with clients about the ongoing practice of striking a balance between living responsibly now and planning for the future.

Everyone’s situation is unique; that’s what makes this job so interesting. Based on your goals, your values, and your timelines, I provide tailored strategies and offer advice to help you build a financial portfolio and work to pursue your goals.

I enjoy building long-term relationships with clients; I want them to know they can count on me to keep their interests in mind over the years.

Whether it’s establishing a financially independent retirement, saving for your child’s college education, estate planning, investment diversification, or the many other financial issues that might arise – my focus is to guide you on your path.

Warm regards,

Bonnie Staniewicz

Bonnie L. Staniewicz, CFP®, CDFA

President

Bonnie L. Staniewicz, CFP^{^®}, CDFA