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The Stachura Group
The Stachura Group
at Morgan Stanley Smith Barney
Financial Advisors
1485 International Parkway
Suite 3031
Lake Mary, FL 32746
tel: 407-333-2484
toll free: 877-526-9096
fax: 407-805-8987
Email Us
Welcome Meet Our Group Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Services
  • Financial Planning
  • Wealth Management
  • Professional Portfolio Management
  • Retirement Planning
  • 401k Rollovers
  • Insurance Services
  • Long Term Care Insurance
  • Estate Planning
  • Lending Services
  • Education Planning
  • Corporate Retirement Plans
  • Women and Company®
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • A special thank you at Thanksgiving time to express our sincere appreciation for your continued confidence and loyalty. We wish you and your family a happy and healthy Thanksgiving Day.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

2009 Year-End Tax Planning Checklist (pdf)

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)

Dividends: Search for the Yield; October 29, 2009 (pdf)
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