A disciplined process for customizing a wealth management plan

Our rigorous and disciplined wealth management process provides a structured approach for customizing a plan to your needs, goals and financial situation. Here are the basic steps involved.

  • STEP 1

    Understand your goals

    Together, we define your needs, goals, risk profile and time horizon.                                                  

  • STEP 2

    Create your plan

    We determine the appropriate investment mix and develop solutions to help realize your particular objectives.  Beyond just determining the appropriate investments, we develop strategies designed to help meet your other goals. This can include reviewing and updating trust documents, reviewing insurance, developing tax saving strategies, and addressing both sides of your balance sheet.

  • STEP 3

    Craft your portfolio

    We identify the specific investments that align with and support your strategy.                                                    

  • STEP 4

    Stay on course

    We continually measure performance to help determine that we are meeting all client objectives, including portfolio performance and overall goals. We will make refinements to your plan and strategy as necessary.                              

Asset allocation does not ensure a profit nor protect against loss.

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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