Experienced in financial clarity
How do we add Value for our Clients?
Roy and Sarah provide focused guidance to clients regarding the specific need. Many of their clients seek advice around retirement, business transfer, or inheritance and legacy planning. By collaborating with clients and their other professional advisors, Integrated Benefits helps develop, implement and monitor wealth management plans that are designed to be flexible and adjust to change.
Roy Stachnik, MSFS
CEO, Senior Financial Advisor
Roy provides focused guidance to retired and soon to be retired clients in business exiting and succession, investment management and retirement income planning. By collaborating with clients and...
Sarah Stachnik, M.Ed
VP, CCO, Senior Financial Advisor
Sarah specializes in investment management with young professionals in the Aspen area. She also provides financial advising for family legacy planning, regarding wealth transfer & estate planning whether to next generation and charitable...
Where are you
headed financially?
If you’re not 100% sure, you don’t have to figure it out alone. We help our clients turn uncertainty into a clear plan, so their money supports the life they actually want. If you’re ready for clarity, we’re here to help.