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.
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!
Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.
Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.
Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens – so we plan for that, too.
Life insurance can play an important role in an overall financial strategy – both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.
We offer a suite of services to clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.
Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.
We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).
We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.
Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.