Broker Check
<strong>About You</strong>

About You

Our relationship begins with a comprehensive plan for retirement, a solid understanding of your unique goals for retirement, and an easy-to-understand road map with specifics on pursuing your plan.

Learn more
<strong>About Us</strong>

About Us

It takes a team to help you plan for retirement, to help you make good decisions along the way and to always be there for you whenever you need us.

Get to Know Us
<strong>Why Plan?</strong>

Why Plan?

While the benefits of planning are numerous, it is important to note that the most important benefit is improving our chances of reaching your goals.

Get Started


Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

View Team Members
Steve Stravolo

Steve Stravolo, CPA, PFS

Founding Partner, CEO, Financial Advisor

William  Granger

William Granger

Partner, V.P., Financial Advisor

Kathryn Premraj

Kathryn Premraj

Client Services Associate

Dean Kasparian

Dean Kasparian

Chief Market Analyst

Kayla Cromer

Kayla Cromer

Client Service Associate

Jennifer  Giesick

Jennifer Giesick

Client Service Associate