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Meet the team! How can we help you?
- Update my beneficiaries
- Update my contact information (phone, email, etc)
- Update my address
- Update banking information
- Change your name (Marriage/etc)
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- Right Capital financial plans
- Investment account statement/s
- Tax return (2024)
- Tax documents
- Homeowner insurance policy
- Auto insurance ID card
- Annuity annual policy statement
- Life insurance annual policy statement
- Medicare Supplement ID card
- Medicare Advantage ID card
- Prescription drug ID card (Part D)
- Health insurance ID card
- Auxiliary vehicle insurance ID card
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- Pick up at Stack Enterprises office
- Email to the email address on file
- Text to the phone number on file
- Mail to the mailing address on file
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- You want to REVIEW or UPDATE your existing financial plan
- You want to BUILD a financial plan for the first time
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- You would like to transfer outside accounts to Stack Enterprises for investment management (401k, IRA, ROTH, Pension, etc.)
- You would like to invest money that you have at the bank
- You would like to review or compare your outside brokerage investment options
- You would like to review or compare your current employer investment options
- You would like to set up systematic contributions to your investment accounts
- You would like to set up systematic withdrawals from your investment accounts
- You would like to take a lump-sum of money out of your investment accounts
- You would like to review current investments managed by Stack Enterprises (Altruist, Shareholder Service Group, HSA Bank, etc)
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- You would like to purchase an annuity policy
- You would like for us to review or compare outside annuity policy/s with another agent
- You would like for us to review or compare your employer-offered annuity policy/s
- You would like to set up systematic contributions into your annuity policy/s
- You would like to set up systematic distributions from your annuity policy/s
- You would like to review your current annuity policy/s purchased with Stack Enterprises
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- You would like to purchase life insurance
- You would like to review or compare outside life insurance policy/s
- You would like to review or compare employer-offered life insurance
- You would like to set up systematic contributions into your life insurance
- You would like to take a lump-sum distributions from your life insurance
- You would like to set up systematic distributions from your life insurance
- You would like to review your life insurance policy/s purchased with Stack Enterprises
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- You would like help signing up for Medicare for the first time
- You would like help with a SEP (Special Enrollment Period) due to moving, or change in circumstance, etc
- You would like to compare your outside Medicare policies with options available through Stack Enterprises
- You would like Stack Enterprises to help manage your current Medicare plans
- You would like to review Medicare Supplement, Medicare Advantage, and/or Prescription Drug plans you purchased through Stack Enterprises
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- You would like to purchase health insurance
- You would like to purchase supplemental insurance (dental, vision, hearing, etc)
- You would like to discuss retirement health insurance options since retiring soon
- You would like to review or compare your outside health insurance with options with plans available through Stack Enterprises
- You would like to review or compare your current employer health insurance options with plans available through Stack Enterprises
- You would like to review your current health insurance plan managed with Stack Enterprises
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- You would like to purchase long term care insurance
- You would like for us compare outside long term care insurance
- You would like to review your current long term care insurance plans managed by Stack Enterprises
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- You would like for Stack Enterprises to E-File your tax returns for 2025
- You would like to review ROTH Conversion ideas
- You would like to make 2025 IRA/ROTH/SEP/HSA contribution/s before 4/15/2026
- You are a business owner wanting to discuss bookkeeping with Stack Enterprises
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- You would like to BUILD an estate plan for the first time
- You would like to review your estate plans created with Stack Enterprises
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- You would like to offer or compare outside employee retirement income plans (401k, SIMPLE, SEP IRA, etc)
- You would like to offer or compare outside GROUP health insurance plans
- You would like to offer or comparing outside GROUP supplemental benefits (life, dental, vision, etc)
- You would like to review your current GROUP Retirement or Health insurance plans managed by Stack Enterprises
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- You would like to purchase home/auto insurance (Including umbrella & toys: boats, ATVs, motorcycles, etc)
- You would like to review or compare your premiums and coverages on your outside home/auto insurance (Including umbrella & toys: boats, ATVs, motorcycles, etc)
- You' would like to review or adjust your current home/auto insurance (Including umbrella & toys: boats, ATVs, motorcycles, etc) managed with Stack Enterprises
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- You would like to BUILD a financial plan for the first time
- You want to review and compare your outside financial plans with what we can offer at Stack Enterprises
- You would like to review a sample financial plan
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- You would like to open a retirement account for 2024 taxes (IRA/ROTH/SEP/HSA) prior to 4/15/2025
- You would like to transfer a employer retirement account (401k, 403b, TSP, Pension, etc) to Stack Enterprises for investment management
- You would like to transfer an outside brokerage account to Stack Enterprises for investment management
- You would like to open an investment account with Stack Enterprises
- You would like to complete a risk assessment with us in order to see if you would qualify for an investment account managed with Stack Enterprises
- No elements found. Consider changing the search query.
- List is empty.
- You would like to purchase an annuity policy
- You would like for us to review or compare outside annuity policy/s with another agent
- You would like for us to review or compare your employer-offered annuity policy/s
- No elements found. Consider changing the search query.
- List is empty.
- You would like to purchase life insurance
- You would like for us to review or compare outside life insurance policy/s with another agent
- You would like for us to review or compare your employer-offered life insurance policy/s
- No elements found. Consider changing the search query.
- List is empty.
- You would like help signing up for Medicare for the first time
- You would like help with a SEP (Special Enrollment Period) due to moving, or change in circumstance, etc
- You would like to compare your outside Medicare policies with options available through Stack Enterprises
- You would like Stack Enterprises to help manage your current Medicare plans
- No elements found. Consider changing the search query.
- List is empty.
- You would like to purchase health insurance
- You would like to purchase supplemental insurance (dental, vision, hearing, etc)
- You would like to discuss retirement health insurance options since retiring soon
- You would like to review or compare your outside health insurance with options with plans available through Stack Enterprises
- You would like to review or compare your current employer health insurance options with plans available through Stack Enterprises
- No elements found. Consider changing the search query.
- List is empty.
- You would like to purchase long term care insurance
- You would like for us compare outside long term care insurance
- No elements found. Consider changing the search query.
- List is empty.
- You would like to offer or compare outside employee retirement income plans (401k, SIMPLE, SEP IRA, etc)
- You would like to offer or compare outside GROUP health insurance plans
- You would like to offer or comparing outside GROUP supplemental benefits (life, dental, vision, etc)
- No elements found. Consider changing the search query.
- List is empty.
- You would like to BUILD an estate plan for the first time
- You would like to review your current estate plans that you built outside of Stack Enterprises
- No elements found. Consider changing the search query.
- List is empty.
- You would like to purchase home/auto insurance (Including umbrella & toys: boats, ATVs, motorcycles, etc)
- You would like to review or compare your premiums and coverages on your outside home/auto insurance (Including umbrella & toys: boats, ATVs, motorcycles, etc)
- No elements found. Consider changing the search query.
- List is empty.
- You would like for Stack Enterprises to E-File your tax returns for 2025
- You would like to review ROTH Conversion ideas
- You are a business owner wanting to discuss bookkeeping with Stack Enterprises
- You would like to make 2025 IRA/ROTH/SEP/HSA contribution/s before 4/15/2026
- You were previously working with Carla Baldwin and would like to meet Corey for seeing if you would like Stack Enterprises to file your 2024 taxes
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Disclosure Notice
Financial Planning & Investment Advisory Services are offered through Stackhouse Capital LLC a registered investment adviser.
Insurance products and services are offered and sold through Stackhouse Insurance, LLC and individually licensed and appointed agents.
Tax Services are offered and sold through Stackhouse Tax Services, LLC and individually licensed individuals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.