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.
Client Testimonials
“God is so good and He gave us a gift in Cody as our financial advisor”
-Dwayne & Claudia J
Clients
“Cody truly listens and invests in people, not just portfolios.”
-Amanda C
Client
“It’s hard to trust someone with your money but he’s 1000% worth it.”
-Laura R
Client
“He is kind, knowledgeable, and professional, and makes you feel cared for.”
-Brooke P
Client
“Cody works hard to create a professional, yet personal, experience, and all of this has built an environment of trust.”
-Dave H
Client
“We have been very happy with the success we have seen over the years with our investments.”
-Spencer P
Client
“Working with Cody and his team has been a dream... Best choice we could have made!”
-Kiyono V
Client
“I feel he has my best interest at heart. I would highly recommend him without reservation!”
-Lisa P
Client
“I especially appreciate Cody’s proactive approach to the plan when life circumstances change. I always feel like a priority, not just another account.”
-Kevin D
Client
“If you are looking for a financial advisor that has the heart of a teacher and great person, look no further... you won’t regret it.”
-Yara H
Client
“Cody has the heart of a teacher and won’t hesitate to explain anything in a way that makes it easy for a novice like me to understand.”
-Jay S
Client
“We have found Cody to be very professional; he takes the time to educate and explain to us why he is making the recommendations that he is.”
-Wes L
Client
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
