Our Services

Financial Planning

Sound financial planning serves as the foundation to your financial health and success. We help guide you on the road to wealth accumulation through a well-executed financial plan.

Real Help Every Step of the Way

What makes our approach unique?


Useful Reports & Insights

Clear insights and analysis from people you trust to interpret your finances in a way that makes sense to you.

Hands Holding Eachother

Support When You Need It

Advice from real people who know your business and care about the details like you do.


A Partner For The Duration

From start-up to succession planning, our team will be there to help you make the decisions that matter.

Our Services Include


You have worked years preparing and planning for your retirement. We specialize in making sure you have a comprehensive plan in place so that you can have the best retirement possible.

Estate Planning

We can help assemble and accumulate your estate planning documents. Stapp is happy to review and make recommendations to assist you alongside your legal professionals.

Education Planning

Funding strategies are developed to help make sure you are on track to making your child’s education funding successful.

Goal Setting & Attainment

Whether it be a new car or a vacation home, we can help you with strategies to make your dreams a reality.