R. W. Stanley Investment Planning

R.W. Stanley Investment Planning offers financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and corporations. Services include portfolio asset allocation, retirement planning, college funding, cash flow and debt management, tax planning, risk management, and estate planning. The firm provides an initial complimentary interview to determine the scope of services and then provides a written proposal. Projects typically conclude upon delivery of the advice and/or recommendations.