Financial Advisors
Plano, TX
Stansell Wealth Planning is an independent financial planning firm in Plano specializing in comprehensive wealth management for individuals and families. They offer retirement planning, investment management, estate planning, tax planning, risk management, and college savings strategies—all centered around creating a personalized financial plan to reduce money-related stress and build long-term confidence. Their approach includes 401(k) reviews, Social Security optimization, tax-conscious investing, and coordination with estate attorneys and CPAs.
Ideal for: Pre-retirees and retirees, high-income professionals, business owners with complex tax situations, families prioritizing estate planning and legacy
Service area: Plano, TX and surrounding Dallas-Fort Worth area
Comprehensive, Personalized Approach: Stansell creates detailed financial plans centered around each client's unique goals, integrating retirement, investments, taxes, estate planning, and risk management into one cohesive strategy.
Biblically Responsible Investing Option: The firm offers investment options aligned with faith-based values, giving clients the choice to invest according to their personal beliefs alongside traditional investment strategies.
Multi-Disciplinary Coordination: Stansell coordinates with CPAs, estate attorneys, and other professionals to ensure all aspects of a client's financial life work together seamlessly.
Address: 5550 Granite Pkwy Suite 270, Plano, TX 75024
Phone: (469) 606-2040
Website: stansellwealth.com
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