Corey M Stackhouse, CFP®
Comprehensive Financial Planner
- Trusted
- Experienced
- Professional
- Creative
How I can Help
Comprehensive Financial Planning
Retirement Income Planning
We identify current and future financial goals using an established process. We then partner together to build you a tailored solution to reach these identified goals.
Investment Portfolio Analysis
We identify opportunities, build an investment plan, & create an investment policy statement based on your comfort level with risk, time horizon, and wealth allocation strategy frameworks.
Insurance Benefits Review
We complete a holistic review of your comprehensive insurance plan to identify and gaps in coverage or money being left on the table. We review current employer benefits, Medicare, Prescription Drug Plans, Medicare Advantage, Life & Long-Term Care, Homeowners, Auto, Boat, Disability, Commercial Property, Business Owner’s Policies & more.
Real Estate & Lending Strategies
We review your current real estate situation & debt to determine if any opportunities are available to you – We partner with Stackhouse Realty on many of these opportunities.
Tax Strategy Review
We review prior year’s tax returns to help minimize current and future tax liabilities. These strategies can include: Individual Retirement Accounts (IRA), ROTH IRA, SEP IRA, SIMPLE IRA, Client Lending, Options strategies, Tax-Loss Harvesting, and other unique opportunities.
Coaching & Education
We create personalized coaching plans and/or we also offer educational courses for those who would rather have the information at their fingertips to learn at their own pace.
Privacy Policy – Form ADV 2A – Form ADV 2B
The firm is a registered investment adviser with the state of Missouri and may only transact business with residents of this state, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
