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, Lifestyle Protection, 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.
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East Alton
- 219 Eastgate Plaza
- East Alton, IL
- 62024
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Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Fusion and Stephens Planning are separate and independent entities from Peak Brokerage Services, LLC.