Coordinating all aspects of your financial life

You and your family stand at the very center of our client relationship, embraced by a comprehensive roster of experienced, accredited professionals across a diverse spectrum of financial disciplines.

The full team at Stephens Wealth Management Group is focused on developing strategies and solutions for pursuing your financial goals. To help ensure a cohesive effort, we collaborate with outside professionals you may have, including your CPA, attorney, insurance specialist and bank or trust company.

We also work closely and in concert with many other professionals, such as private money managers, banking professionals, investment research and economic strategists, specialists in retirement planning, estate planning, concentrated equity and alternative investments.

It results in a rigorous, disciplined and structured approach and a high level of expertise and service – to create a client experience customized to your precise needs and unique financial situation.

Work we do for you on a quarterly basis

Quarter 1
  • Investment review
  • Outside account review
  • Tax season assistance*
  • Spending/savings goals & cash flow planning
Quarter 2
  • Investment review
  • Update net worth statement/debt analysis
  • Review retirement analysis/income planning
  • Estate planning review
  • Beneficiary review
Quarter 3
  • Investment review
  • Insurance review – life, disability, long-term care
  • Review required minimum distribution (RMD) if required
  • Education planning
Quarter 4
  • Investment review
  • Tax planning (including charitable gift planning, review of gains/losses)
  • Employer benefits/executive compensation review
As needed
  • Family advisory services
  • Coordination of bill pay/estate settlement assistance
  • Business planning
  • Banking/lending services**
  • Security class action assistance
  • Trust services
  • Concierge services
  • Request credit report

* Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

** Offered through Raymond James Bank

Equal Housing Lender

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
Map and Directions
FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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