Mary Stadelman

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime. Whether it be when you begin your career, start a family, educate your children or enter retirement, Mary and her team exist to help their clients in creating a personalized financial plan. Mary and her team work diligently to ensure that each of their client's plans encompass all of their financial goals and lays down the path for success, regardless of the hurdles that can lie in the way.

That being said, achieving financial security takes more than just creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings. Please feel free to contact Mary directly if you would like to further explore whether or not our process is a good fit for you and your family.

Mary's Process

Discover: Identify your financial dreams.

• Every person and family has a story – what is yours? Mary and her team want to know you and your financial needs and desires.
• What drives you? Our goal is to help your dreams with a financial plan that may make them a reality.
• What legacy do you want to leave for your family?

Design: Create the strategy.

• We work to design personally-tailored financial plans:
  • Risk Management (Life insurance, disability income and long term care)
  • Wealth Accumulation 
  • Estate Planning (Wills, trusts, business succession and charitable giving)

Do: Implement the strategy/plan.

• We coordinate the details of your financial plan to help you achieve your dreams and be abundant with your time and talents.

Develop: Manage the plan.

• Life happens and plans change. Businesses are sold, families grow and inheritances are gained. Your needs and the fluctuating economy require that we constantly monitor, develop and tweak your financial plan.