Financial Planning

Superior Planning Brings the Future into the Present.

 
 

There is an ever-increasing demand for one firm to manage personal financial services such as tax, retirement, estate, charitable, and life planning all in one.  CPA financial planners at Stanislawski & Company are “go-to” authorities for Pasadena and greater Los Angeles.  

When clients need help on personal financial issues beyond tax returns, our role is to educate them about broader issues that affect the full scope of their lives.  While Stanislawski & Company does not sell or benefit from the sale of financial products, we work with investment advisers, money managers, and stockbrokers to help clients better implement comprehensive financial plans.  Think of us as the quarterback who engineers a series of plays that gets you over the goal line.

We help you navigate changing economic conditions to best prepare you for peaks and valleys.  And because we are seasoned CPAs, we understand the implications that investments have on tax liabilities.

Clients of all ages and financial stages benefit from a cohesive financial strategy - maximize your assets today.

  

Services

  • Financial health assessment, roadmap
  • Setting up profit sharing, 401(k) plan
  • Cashflow management
  • Education planning
  • Retirement planning
  • Investment options
  • Risk management
  • Insurance
  • Employee benefit plans
  • Health benefit plans
  • Estate planning
  • Trust planning
  • Inheritance
  • Stock options
  • Business exit strategies
  • Executive compensation plans
  • Employee retention plans
  • Succession planning
  • Buy/sell agreements
 
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"A goal without a plan is just a wish."

- Antoine de Saint-Exupery