#67 The Comprehensive Financial Planning Experience w/ Stanley Funches, President/Financial Advisor, INTELUS Wealth Management, LLC

Financial Advisor's Workshop with Brian Kasal

Dec 20 2023 • 29 mins

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Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC.

In this episode, Brian and Stanley discuss:

1. Dads and Dollars

2. From Investments to Insurance

3. Assessing the Unprecedented Trends of 2023

4. The Comprehensive Financial Planning Experience

LinkedIn: https://www.linkedin.com/in/stanleyfunches/

Website: https://www.inteluswm.com/

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