(480) 805-5733

sbendfelt@stratoswp.com

Practical financial planning for a more confident retirement.

Stacey Bendfelt helps clients prepare for and navigate retirement with greater clarity and confidence. She believes financial planning should begin with understanding what matters most to each person, including their priorities, their goals, and the life they want to enjoy in retirement.

Retirement is often accompanied by significant life changes. Whether navigating the loss of a spouse, divorce, an inheritance, or the sale of a business or investment property, Stacey helps clients and their families understand their financial options and make informed decisions during important transitions.

Education is an important part of Stacey’s practice. She regularly teaches retirement-focused seminars in 55+ communities and at community colleges, where she is known for making complex financial topics clear, relevant, and easy to understand.

For Stacey, financial planning is ultimately about helping clients make informed decisions and creating a strategy that supports the retirement they envision.