William Stanik

Guiding Philosophy

My goal is to help my clients build, protect and efficiently distribute wealth. Using a comprehensive process, I analyze the current financial position of my clients and create a financial roadmap to help them identify their goals.   Through financial education, I assist my clients in implementing solutions and strategies so they can feel more confident in facing their financial future. I strive to become a lifetime resource for each and every one of my clients.

Education           

The American College of Financial Services

University of Baltimore—B.S. in Business Administration

Broadneck Senior High School Alumnus

College for Financial Planning

 

Designations & Awards

Retirement Income Certified Professional®

Life Underwriter Training Council Fellow®

Leaders Conference 2015 - present

Member, Million Dollar Round Table (MDRT), 2016

Charted Retirement Planning Counselor®

 

Areas of Concentration

Individual Retirement Planning Analysis

Managed Accounts

Mutual Funds Asset Allocation Analysis

Risk Management

Group and Individual Life Insurance

Group and Individual Long Term Care Insurance

Group and Individual Disability Income Insurance

Estate Conservation Strategies

Pension Payout Alternatives

Charitable Giving Strategies

 

Memberships & Affiliations

Member of NAIFA – National Association of Insurance Financial Advisors

Member 0f SAACC – Southern Anne Arundel Chamber of Commerce

 

Licensing/ States            

Series 7, Series 6, Series 63 and Series 65 Securities Licenses

Life and Health Insurance licensed / Variable Life and Annuity licensed in MD, VA, DC, and MA. Life and Variable Annuity licensed in NC.

 

Insurance Representative of Mass Mutual. Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, a member of the Mass Mutual Financial Group. OSJ 6085 Marshalee Drive, Suite 210, Elkridge MD 21075. 443-492-6600. Mass Mutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local sales firms are not subsidiaries of MassMutual or its affiliated companies. L0916478894[exp0917][MA,MD,NC,VA][DC]