Our Mission
Our mission at Stephens Planning is to help people achieve and enjoy the retirement lifestyle of their dreams. We work to identify your priorities involving Financial Development, Investment Strategy, and Estate Organization. We fully understand the significance of your client experience and have an unwavering professional commitment to providing excellent service. Our goal is to empower people to make confident financial decisions that provide them with peace of mind, so they can live their dreams and chase their passions.
Meet Curtis
Curtis Stephens is the founder of Stephens Planning LLC, a firm dedicated to helping clients build, protect, and preserve their wealth through every stage of life. With a client-first philosophy and a passion for personalized planning, Curtis focuses on financial development, investment strategy, and estate organization.
His clients include:
- Business owners
- Retirees
- High net worth individuals and families
- Pre-Retirees
Before devoting his work to Stephens Planning, Curtis gained valuable experience across multiple organizations selling insurance, giving him a well-rounded understanding of the unique financial challenges people face.
Curtis holds the Series 7, 63, 65, and is also licensed to offer life insurance and annuity products, allowing him to provide truly comprehensive financial strategies.
Outside of the office Curtis values time with family and friends, often spending weekends at community events or exploring the outdoors. He is also passionate about giving back and regularly volunteers his time to support local groups in the area.