The RV Assistance Corp. (RVAC), a subsidiary of the RV Dealers Association, has partnered with The Stanek Group at Morgan Stanley to provide its Second Opinion Service to dealer members.
This program will allow dealers’ access to strategies necessary to protecting and growing their wealth. These strategies include, but are not limited to, efficient financial planning seeking to minimize investment tax obligations, optimizing business and personal debt, exit planning, wealth preservation, and where appropriate, charitable giving strategies.
Brad Stanek, Morgan Stanley’s senior VP financial advisor, is a certified financial planner (CFP) registered in all 50 states. His focus is on financial planning for business owners, and his team has built many plans for dealers in the RV, power sports, and outdoor power equipment industries over the past 7 years.
“As advisors and mentors to business owners and their families, we are faced with a number of challenges in today’s economic climate,” said Stanek said. “We provide dealers with a unique opportunity to develop a sound financial plan for their business, and we now offer a ‘second opinion’ on existing plans as well.”
“The RV industry continues to grow and, along with that growth, come more complex financial situations for RV dealers,” said Phil Ingrassia, RVDA’s president. “This strategic partnership with Brad and his team can help dealers pro-actively address the unique issues faced by the RV industry that are most important to growing and protecting a dealer’s overall wealth. This includes investment tax issues, succession planning, and other financial considerations.”
RVDA members who are interested in the program can visit https://fa.morganstanley.com/thestanekgroup/index.htm and dealers will be contacted by The Stanek Group directly.
