Two Generations · One Promise
The family West Michigan talks retirement with.
Since 1999, Dave Stanley has answered this town’s retirement questions across the table in Grandville — and for the last fifteen years, on the air every Sunday. Today his son David works beside him. Same kitchen-table honesty, twice the horsepower.
The People
Meet the Team.
Dave Stanley
Founder & President
Dave has spent over thirty-five years helping pre-retirees and retirees build, preserve, and protect retirement assets — and educating West Michigan every Sunday on the radio. His focus: preparing for retirement, softening the impact of market swings, and planning for a long life.
Married 26 years to Sandra, a retired professional interpreter. One son, David. Loves West Michigan and its rich heritage.
David Stanley
Second Generation · Client Strategy & Technology
David works side-by-side with his father, focusing on asset protection strategies and retirement income planning — and on bringing modern technology to a firm built on old-fashioned honesty. Clients get two sets of eyes on every question: one with decades of experience, one watching what’s next.
Off the clock: piano, basketball, and building software.
Stacy Ramirez
Retirement Income Specialist
Stacy helps clients build the safe side of retirement — dependable income, protected savings, and a plan that doesn’t flinch when the market does. Clients tend to ask for her by name: she has a gift for turning a stack of paperwork into a plain conversation, and she follows up until every question is actually answered.
West Michigan is home — she and her husband are raising three kids here, so the families she serves are also her neighbors.
On the Record
Grandville noticed.
Recognition matters less than the work — but it’s nice when the hometown hands it to you year after year.
The firm did not pay to receive any of these awards; it purchased commemorative plaques. Rankings and recognition are no guarantee of future results and are generally based on information submitted by the adviser. Full award details and disclosures.
Five Minutes · Recorded October 2019
See how we think.
How We Think
Safe money first. Everything else second.
Protect the floor
Groceries, the furnace, the property taxes — the essentials should be paid from money that doesn’t flinch when the market does.
Income that lasts as long as you do
Longevity is the retirement risk nobody budgets for. We plan for the long life, not the average one.
Then, and only then, reach for growth
Once the essentials are secure, the rest of your savings can take sensible risk — without threatening the life you’ve built.
In Their Words
Clients say it better than we can.
Found Dave on the radio. He has been the answer to our prayers. Total professional. Thanks to Dave my wife and I sleep like babies. Strongly recommend.
— Gary L.We have been with Dave for 11 years and he has always given us trustworthy advice… Dave has taken all the stress out of our retirement.
— The EdingsDave has helped us feel secure that we will have an income for life.
— Doug R.Statements voluntarily provided by clients; no compensation was provided. Individual experiences vary and are not a guarantee of future results.
Come say hello. Bring your questions.
Seven quick questions — about 90 seconds — or just call. Either way, you end up talking to a person.
Start the ConversationRather talk right now? (616) 719-1979