RVAC, a subsidiary of RVDA, Announces Strategic Partnership for Dealership Financial Planning

Aug 17, 2018 | Member News

The RV Assistance Corp. (RVAC), a subsidiary of RVDA – the National RV Dealers Association — has announced a strategic partnership with The Stanek Group at Morgan Stanley to provide their Second Opinion Service to dealer members.

 

This program, in partnership with RVDA, subsidiary the RV Assistance Corp. (RVAC), 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. 

 

Morgan Stanley Senior Vice President, Financial Advisor, Brad Stanek 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 RVDA President Phil Ingrassia. “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.  All inquiries are strictly confidential.

 

About the RV Assistance Corporation
RVAC is a wholly-owned subsidiary of RVDA that develops member benefit programs for the association.  RVDA is the national association representing RV retailers. The association’s members include RV dealers, RV rental operators, and RV aftermarket sales and service locations.  For more information, visit www.rvda.org

 

About Morgan Stanley
For more than 75 years, Morgan Stanley has been a leader, innovator and advisor for successful individuals and their families, as well as corporations, foundations and endowments.