Kelly Stanley (CFP®, MBA)

Kelly Stanley focuses in the
following client markets or areas of practice:

Entrepreneurs

Estate & Generational Planning Issues

Generation X

High Net Worth Client Needs

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Our DESIGN| BUILD| PROTECT Strategic Approach helps you address your biggest concerns such as: • making intelligent decisions with your money • mitigating income and estate taxes • protecting your income • shielding your assets from unjust takings • and taking care of your heirs while defining legacy. To the extent you are charitable, we helped you magnify those gifts and make them even more impactful. We make your success a team effort in the Protect phase by surrounding you with a well-curated network of other professionals who can help you address your challenges and achieve all that is most important to you.

Additional Information

Your life is layered with significant events and nuanced circumstances that can influence your future. You can rely on us to keep your plan on track, anticipate your future needs and help you navigate life’s complexities with ease.