Our Services

Stevens Financial is here to guide you through the complex landscape of your financial journey, including protecting your life, livelihood and dreams with appropriate insurance products.

Here, in brief, is the broad array of services we offer.^* But first, we get to know you and your goals and needs, in order to advise you which investment and insurance products can enable you to manage those goals.

Retirement planning: to potentially maximize your assets and give you financial independence.

• 401K rollovers
• Traditional IRAs
• Roth IRAs
• Fixed annuities
• Variable annuities
• Income strategies for retirement years

 

Estate Planning: to ensure that your future is protected and that your assets are distributed in the most advantageous way to your beneficiaries.

• Life insurance
• Long-term care insurance
• Disability insurance
• Wealth transfer
• Charitable giving planning

 

Business Strategies: to help protect your business and enable it to thrive.

• Business planning/implementation
• Company retirement plans
• Purchase/sell agreements
• Risk management
• SEP IRAs
• Simple IRAs
• 401K plans

 

Lifestyle Planning: aimed at making your dreams come true

• College planning
• Personal financial plan/budgeting
• Forward-looking statement of wealth
• Net worth capture and evaluation
• Bucket list fulfillment

 

*All services and wealth planning techniques are supported by proprietary technology and innovative software delivered by Stevens Financial through LPL Financial - member FINRA/SIPC