Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic of Managing Life’s Transitions

Tom Stefaniak discusses important retirement questions, including:

1) What are some of the most significant transitions people go through in your practice?

2) What role do finances play in life transitions?

3) How do expected vs. unexpected life transitions need to be addressed?

The top Life Transitions discussed are:

  1. Loss of job
  2. Divorce
  3. Major Medical Issues
  4. Death of Spouse (both expected and unexpected)
  5. Death of Parent

Listen to the interview on the Business Innovators Radio Network

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 can help you to address the needs of your specific situation to devise your personalized plan of action.”


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