Our practice at its core is based on a very simple idea. We like people and we believe that when those people are our clients we can better serve them by forming a deep lasting relationship with them and in the process, make our work exponentially more fulfilling.
At the end of the day, our clients choose us because they are interested in a planning process that is designed to place them, their needs, their wants, and their wishes as the only measure of success.We have a 5 step proprietary process that acknowledges that our clients lives are multidimensional and that their finances, money and assets are only one dimension of their lives.
At the end of the day, our clients choose us because they are interested in a planning process that is designed to place them, their needs, their wants, and their wishes as the only measure of success.We have a 5 step proprietary process that acknowledges that our clients lives are multidimensional and that their finances, money and assets are only one dimension of their lives.
Services
Derek was born and raised in the small New England town of Northborough, Massachusetts. Derek was involved in his family's construction business through college, which gave him insight to entrepreneurship and also family-owned-and-operated businesses. He fell in love with both, his wife and the Mid-Atlantic, Brooke, while attending the University of Virginia, where he earned his degree in economics.
We employ a proprietary process which we have developed working with clients for nearly two decades. The process is under constant review and improvement. Actually, we don't even call it a process we call it a method. What's with the word play?
We call our "process" The Clarity Method because that is truer to the actual experience, which incorporates not only a specific series of steps or actions but, a specific approach and way of thinking that is experienced by you, as we move through the steps.The Clarity Builder is where it all starts.
We call our "process" The Clarity Method because that is truer to the actual experience, which incorporates not only a specific series of steps or actions but, a specific approach and way of thinking that is experienced by you, as we move through the steps.The Clarity Builder is where it all starts.
Stastny Insurance Agency is not affiliated with, nor endorsed by, LPL Financial or Stastny Insurance Agency. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together we can take the guesswork out of your financial future. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.
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