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 Wealth Management company that offers customized solutions for retirement, income, and tax efficient strategies.
Before this journey with Stephens Planning, Curtis was selling a variety of insurance products with other organizations. Curtis quickly developed a passion for helping clients preserve and grow their hard-earned assets. As he developed experience in his career, so did his desire for increased knowledge. Curtis now holds a FINRA Series 7, 65, and 63 registration. He is licensed in multiple states, allowing him to help clients nationwide as a Financial Advisor, Fiduciary.
Curtis takes pride in helping people seek opportunities by planning short- and long-term financial benefits for them, their families, and businesses. Curtis earned several recognitions for his service to clients including the Five Star Wealth Manager award.
An Illinois native, Curtis is a dedicated father to his teenage daughter who is passionate about bowling. They live in Bethalto, IL, attend Riverbend Calvary Church, and are very active in their community. Giving back to the Community is important to Curtis as demonstrated in his service on the Madison County Zoning Board of Appeals and as the Community Relations Administrator for Adult and Teen Challenge.