Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Unexpected Life Changes

There is no reason to navigate these difficult times on your own. We will be there for you during this painful transition to provide a clear pathway forward.

One of our specialties is working with people who are newly single and facing the financial challenges that can accompany the loss of a spouse through death or divorce.

We know that women who are divorced or widowed may face unique financial challenges. They generally, have longer life expectancies than men, yet, on average, earn less over their lifetimes – and often spend time outside of the workforce raising their children or caring for their parents. Many women worry they may outlive their savings or wonder if they have enough income to maintain their lifestyle.

Whether male or female, we help you through the transition, tailoring our approach to you and your needs. We help you understand your current situation, gain an understanding of your hopes and dreams for the future, and then craft strategies for the short, mid, and long-term.

Let Us help you craft solid strategies for the short, mid, and long-term.

We complete a comprehensive financial review, identify savings vehicles (as needed), work through a cash flow and spending analysis, complete a benefits review and analysis, work through your insurance wants and needs, and finally support you in thinking through how to build a new or maintain plans to execute your existing estate planning and family legacy.

There is no reason to wrestle with these matters on your own or make guesses regarding your finances. We serve as your trusted, knowledgeable financial partners to help turn your transition turn into a clear pathway for your life moving forward.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group 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. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure

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