Stacy Gaucys, Financial Services Professional

Stacy Gaucys, Financial Services Professional Financial Services Professional helping individuals and business owners create, build, and preserve wealth You are limitless. No templates. No shortcuts.

Set preconceived notions about yourself, and you will stay stuck. I’ve built my career guiding people through seasons that feel overwhelming, uncertain, or stuck. I meet clients where they are—but I don’t let them stay there. Together, we create clarity, rebuild confidence, and move toward what once felt out of reach. From 401(k) rollovers and estate planning to family wealth strategies and busine

ss solutions, my approach is deeply intentional and fully personalized. Just thoughtful, well-structured strategies designed to support stability, growth, and long-term confidence. My clients are driven, forward-thinking, and unwilling to settle for average. They want clarity. They want control. They want a strategy that actually works. That’s where I come in. Because building wealth isn’t one-size-fits-all—it’s personal. It’s collaborative. And when it’s done right, it expands what’s possible in every area of your life. If you’re ready to take control of your next chapter and build a strategy that reflects who you are and where you’re going, let’s connect. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

5005 Lyndon B Johnson Freeway
Suite 1600
Dallas, TX 75244
972-387-2929

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
07/30/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/3TrUdI8

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a...
07/28/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

07/24/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer: newyorklife.com/products/insurance/whole-life?marketerNumber=0304509

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
07/22/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to kno...
07/20/2026

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death ben...
07/18/2026

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death benefits, a universal life policy could be worth considering.

Universal life insurance offers lifelong coverage and flexible premiums. Find out how a universal life policy works now.

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial sec...
07/16/2026

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
07/14/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
07/13/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cas...
07/08/2026

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

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5005 Lyndon B Johnson Freeway
Dallas, TX
75240

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