What does Confidence in your Financial Plan look like?
Money (or lack thereof) is one of life’s greatest stressors - having a well-designed plan can provide the peace of mind and “sleep-at-night factor” we all need.
At Stansell Wealth Planning - we believe having a comprehensive financial plan centered around you is the missing link to achieving a confident financial future.
Services
Retirement Planning
- Are We on Track for Retirement?
- 401(k) / 403(b) Review
- Social Security Timing Advice
- RMD Planning
- Retirement Income Planning
Investment Management
- Risk Tolerance
- Market / Economic Update
- Comprehensive Asset Allocation
- Outside Asset Review
- Tax conscious Investment Trading
- Biblically Responsible Investing Options
Estate Planning
- Trust / Will Review
- Coordination with Estate Attorneys
- Legacy Planning
- Charitable Planning
- Planning for Aging Parents
- Beneficiary Designations
- Avoiding Probate
Income Tax Planning
- Tax Return Review
- Tax Conscious Investment Allocations
- Roth IRA Conversions
- Maximizing Itemized Deductions
- CPA Coordination
Risk Planning
- Asset Protection Strategies
- Do I need Term Insurance or Whole Life?
- Insurance Plan Review
- Disability Planning
- Long Term Care Review
College Planning
- How much do I need to save?
- Investment Allocation
- 529 Education
- Saving outside of a 529
Employee Benefit Review
- Stock Options/ESOP
- RSU/PSU
- Deferred Comp
