Robert Stanlick

Robert Stanlick

Managing Partner & Co-Founder

So many people fail to make the seismic shift from accumulating assets to accessing their resources in retirement. Robert Stanlick concentrates on income planning and investment strategies using a number of innovative approaches. He will help show you how to identify strong income attributes of an investment and build a specialized strategy just for your income needs versus investing totally in a lifestyle or target date portfolio.

A financial professional since 1990, Robert has the in-depth knowledge of financial issues that comes from nearly a quarter-century of experience. In addition to a bachelor's degree from Colorado State University-Pueblo, he has completed programs from the College of Financial Planning and from the Life Underwriters Training Council.

Robert is an accomplished public speaker. He has been presenting Social Security workshops for 7 years as well as many investing and retirement classes. He was a host of Money for Life show on KVOR for over 9 years and has been a guest for KRDO TV and radio, KKTV, KOA and KHOW.

Robert's experience and training enable him to assist clients with services ranging from retirement income and Social Security planning to tactical investment strategies and legacy planning.

Robert enjoys riding his Can Am Spyder through the mountains with his wife Kelli. They enjoy spending time with their four grand kids and being involved with their church.

Portfolio Stress Testing


Phone (719) 400-6516