Our Focus
Guiding You Through All Aspects of Your Financial Journey
CONTACT USWhy Fiduciary Truly Matters
Many financial professionals are not bound by fiduciary duty. Instead, they are only required to fulfill a suitability obligation and provide reasonable recommendations to their clients.
At Stephens Planning, we are held to a strict fiduciary duty. This means we are required, by law, to act in the best interest of our clients at all times.
Why Our Comprehensive Planning Process Should Matter to You
To help you make smart financial and investment decisions, we take the time to fully understand every aspect of your individual circumstances, goals, and challenges. Each financial plan is unique to you and evolves through the different stages of your life.
Our Main Services
Why Independent Advice Truly Matters
Independent advisors are not bound to any family of funds, investment products, or services. The distinct advantage of an independent financial advisor and Stephens Planning is that we are singularly focused on achieving your long-term financial goals. We do not answer to a corporation; we only answer to you!
Curtis Stephens
Financial Advisor
I started my own business, Stephens Planning, as a Financial Advisor and Fiduciary in tax efficient income planning.
Fast forward many years to where life experiences and skills allow me to now service our clients with the best tools and systems for helping anyone to financial freedom within a risk-managed plan, that is specific to your needs!