Curtis Klieger, ChSNC®

Stonewater Planning

Curtis Klieger, ChSNC®

Stonewater Planning

Curtis Klieger, ChSNC®

Stonewater Planning


Cody Sutton, ChSNC®, is a partner with Stonewater Financial Group. As a Chartered Special Needs Consultant, he can help families create a Life Care Plan, protect future eligibility for government benefits, and understand the financial and legal issues in special needs planning.

Firm Description

Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice. We believe that despite the noise of opinion and financial entertainers, (mathematical) truth partnered with execution stands the test of time and helps produce results. Our Financial Planning clients receive objective strategies custom tailored to their priorities, with ongoing updates and high-touch service. 

The STONE represents the firm foundation of economic principles and academic research that is the basis of advice, while the WATER represents the ever-changing financial landscape that we must adjust to. Together this philosophy coupled with our team-based approach, help ensure a client’s financial plan to stay the course as their situation evolves.


Day From To
Sunday By Appointment Only
Monday 8:00 AM 6:00 PM
Tuesday 8:00 AM 6:00 PM
Wednesday 8:00 AM 6:00 PM
Thursday 8:00 AM 6:00 PM
Friday 8:00 AM 3:00 PM
Saturday By Appointment Only


What Is a Special Needs Planner?

Main Office

14241 Dallas Parkway
Suite 1200
Dallas, TX 75254

On the web

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Social Media


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