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Plan Well,
Live Happy

Michael Stalka and his team have the experience to help you reach your desired financial destination.

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Steve Wedel with his wife in Naples, Florida.

A Simple, Yet Important Question

Where do you
want to go?

Where do you see yourself in 5, 15 or even 25 years? Are you already retired and, if not, when do you want to retire? How do you envision your future journey? What kind of legacy do you want to leave behind?

If you’re a business owner, do you eventually plan to sell your company or do you want it to become a multi-generational family business? Do you have a plan for executive succession? Do you want to offer your employees a retirement plan?

Reaching your financial goals takes planning and action.

The Truth is …

Reaching your financial goals takes planning and action – because you’re not going to get where you want to go by hoping for the best or leaving it to chance. You need a road map, directions, guidance and regular maintenance to ensure you reach your destination.

That’s what Michael Stalka does.

He spreads the map out in front of you and gives you all your options. Michael will deliver his recommendations and provide guidance for you to make the final decision. He monitors your progress to make sure you stay on track. Michael is the ultimate GPS and you are the driver. And he is determined to get you where you want to go.

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Schedule a conversation

With Michael Stalka

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
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  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
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  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
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  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch
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