Stav worked with my husband and I to review our entire financial portfolio as we are approaching our retirement years.  His attention to detail, patience and expertise were a great help to us.  The software program he uses made it possible for us to thoroughly consider all aspects of our anticipated lifestyle and possible future realities.  The document he provided for us is extremely valuable in helping us make decisions right now that will have an impact on us in the future.

We didn't feel any pressure from Stav to make th changes he recommended and appreciated that very much.  However, we took his suggestions seriously because of his professional approach to our situation.

We highly recommend Stav's expertise for anyone who wants to ensure they have made the best financial plans they can for their future.