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NPDA Strategic Partner

Morgan Stanley

2025

Partner Since:

NPDA Members receive a FREE Second Opinion Service allows dealers to review their total financial picture with the expertise of the Stanek-Haack Group’s seasoned financial professionals. Value $10,000

Helping business owners become financially independent of their business.

Services include:

  • 401(k) Rollovers

  • Business Planning

  • Business Succession Planning

  • Estate Planning Strategies

  • Executive Financial Services

  • Financial Planning

  • Life Insurance

  • Long Term Care Insurance

  • Planning for Education Funding

  • Professional Portfolio Management

  • Qualified Plans

  • Retirement Planning

  • Stock Option Plans

  • Wealth Management

Your NPDA Gold Partner Contact:

Brad Stanek

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