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Stansell Wealth Planning
Stansell Wealth Planning: Clear, compassionate financial guidance that grows with you.
5
Business
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Stansell Wealth Planning: Clear, compassionate financial guidance that grows with you.
Stansell Wealth Planning in Plano, TX (5550 Granite Pkwy Suite 270, 75024) provides trusted financial planning and advisory services. Clients praise Cody’s long-term partnership, proactive guidance, and clear explanations of retirement, investments, tax planning, and insurance. The practice offers patient, personalized support that helps clients feel understood and confident in decisions that protect families now and for generations.
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Customized strategies to secure your financial future and optimize retirement savings.
Personalized investment portfolios designed to align with your goals and risk tolerance.
Proactive tax strategies to minimize liabilities and enhance financial efficiency.
Guidance on estate management to protect assets and plan for future generations.
Advice on insurance options to manage risk and safeguard your financial well-being.
One-on-one sessions to review goals, answer questions, and adapt plans to life changes.
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Overall rating
Lisa
I’m so happy I found Cody at Steadfast Wealth Planning! He has guided my investments and given great advice and specific strategies to position me better for retirement. I feel he has my best interest at heart. I would highly recommend him without reservation!
Todd
Cody is smart, personable, and relatable. He knows what level of detail to provide that suits your needs. I’ve been with him for 4+ years, I know he is looking out for my interests.
Claudia J
God is so good and He gave us a gift in Cody as our financial advisor.
Vicki Larimore
Hands down the best CFP we have ever had!
Wes Larimore
We highly recommend Cody. We have used Cody at Steadfast Wealth Planning for many years. 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. If we're not able to meet in person, setting up a zoom is always an option. He is approachable, educated, has integrity and just an all-around nice guy.
Todd 411
Cody’s been managing my wealth for years. He’s the best!
