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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic, How Much Money is Enough to Retire

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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic, How Much Money is Enough to Retire

October 08
02:46 2021

Tom Stefaniak discusses important retirement questions including:

  1. How much money is enough to retire?
  2. What are the most significant risks when creating a retirement plan?
  3. What are some of the biggest mistakes people make when creating a retirement plan?

Listen to the interview on the Business Innovators Radio Network    

https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire/

When it comes to Investing for your Best Interest Tom Stefaniak, CFP® strongly believes in financial planning. Every client of Pinnacle Wealth Management has an opportunity to create a personal Wealth Plan which gives them the ability to take an in-depth look at their financial life.

Tom built Pinnacle Wealth to be a firm that values relationships above all; he loves meeting with clients and building a relationship that goes far beyond finances.
Stefaniak commented that “It brings me great pleasure to relieve the stress and anxiety surrounding money and retirement and to help you aim toward your personal and financial goals. Working with you, I am able to help you to address the needs of your specific situation to devise your personalized plan of action.”

Video Link: https://www.youtube.com/embed/AUMlKpOFElY

About  Tom Stefaniak

Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling. Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs. Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members. Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

Learn More: https://www.pinnaclewm.com/

Investment Advisory

Services offered through Pinnacle Wealth Management, a Registered Investment Advisor. Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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