Stephen K. Hassell, CFP<sup>&reg;</sup> - Financial Advisor

Stephen K. Hassell, CFP®

Wealth Advisor

Hassell Wealth Management

300 Lafayette Street, Suite 200
Houma, LA 70360
FINANCIAL ADVISOR'S WEBSITE
(985) 868-9881 CONNECT WITH Stephen
  • facebook link
  • twitter link
  • linkedin link

General

Stephen Hassell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hassell Wealth Management in Houma, LA and the surrounding communities.

Financial Advisor Overview

Hassell Wealth Management is a Houma-based Registered Investment Advisor partnering with individuals and families in navigating the various stages of their lives. Our mission is to help each client make the most of their resources so they can successfully meet life's transitions while drawing on our experience to make informed decisions about their future. Some of the clients we serve include pre-retirees and retirees, mid-career professionals, and business owners. Regardless of where a client is in life, we have a threefold mission in partnering with them: to CLARIFY what matters most to them and how to leverage their resources to achieve their goals, to build a financial STRATEGY that addresses all areas of their financial life, including cash flow, retirement, investments, and taxes, and to serve as their partner in holding them ACCOUNTABLE to their long-term financial well-being Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout a client's life. These services include: financial goal development, retirement planning, investment management, employer plan sponsor services, tax planning and management, employee benefits review and optimization, risk management, estate planning, charitable planning, higher education funding, and special needs planning.

More

Financial Advisor Experience

Stephen Hassell grew up watching his father and Hassell Wealth Management's founder, Tom Hassell, help connect people’s finances to their life goals. Stephen himself had a love for investing and spent much of his early career in investment research, portfolio construction, and 401(k) plan management. After attaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, his view broadened, and he came to appreciate the craft of a financial plan that encompasses everything from investments to retirement to taxes. Today, as a Wealth Advisor, Stephen enjoys the problem-solving that comprehensive financial planning requires. He loves to sit down with clients and give them potential solutions to shape their financial futures for the better. In fact, some of his most gratifying moments have come with the one-on-one financial advice sessions he has held with employees of the firm’s 401(k) plan clients. In addition to his role as Wealth Advisor, Stephen is responsible for investment strategies, firm technology evaluation and implementation, and business planning, including setting the vision and path for the firm’s future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer

Advisory Services offered through Hassell Wealth Management, LLC, a registered investment advisor.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources