Stevens Wealth Management offers independent financial planning, management, and advice in the following key areas:
Estate Planning and Conservation
Company Sponsored Retirement Plan Evaluation, Design, and Implementation
Our services are designed to help you answer and explore the following questions:
- What does Retirement or my financial goals look like to me?
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for college?
- How can I help minimize estate taxes and preserve more of my assets for my heirs?
- Do I have the appropriate amount of life insurance?
We also provide business financial services including employee and executive benefits such as Company Sponsored Retirement Plans, Group Life Insurance, Group Short Term /Long Term Disability and Group Long Term Care.