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Certified Financial Planner Professional (CFP®), Chartered Financial Consultant,
Certified Private Wealth Adviser, and Best-selling Author

Stan Corey is author of The Divorce Dance and When Work Becomes Optional. As a financial adviser with a career spanning nearly 40 years, Stan has improved his clients’ financial lives by:

  • Bringing understanding to complex financial issues
  • Addressing emotional issues around retirement such as loss of identity, and lack of purpose
  • Helping clients make the switch from saving for retirement to spending what they have saved
  • Developing a tax efficient distribution plan that will provide the necessary long term income
  • Evaluating the type of retirement they want and how they can best live out their dreams
  • Providing guidance so they can skillfully navigate through their retirement stages

Read Stan’s Blog

Stan’s books will show you how to overcome obstacles, avoid
catastrophic losses, and master your money for the rest of your life.

Have questions? We have Answers!

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