Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Podcast-duplicate-1

Our podcast A Word on Wealth covers a wide array of financial topics.

Picuture of Jill Carr and Steve Feldman

A Conversation with Steve Feldman, CEO of Feinberg Consulting

Today I am speaking with Steve Feldman, who is the CEO of Feinberg Consulting.  They are based out of West Bloomfield, MI, and they are an intervention, case management, and coaching company that ...

The Secure Act 2.0 & Proposed Changes II

Our podcasts will cover topics that we are passionate about.  Jill Carr (SWMG Wealth Advisor) and Jason Guenther (SWMG Wealth Advisor) discuss and share insights intended to shed light on The Secure ...
Jill Carr and Jessica Brown photo

Travel Planning for Retirees

Our podcasts will cover topics that we are passionate about.  Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees (and ...
Heidi McAra and Jill

Estate Planning Basics Everyone Should Know

Estate planning is critical to protecting your legacy, no matter your age or wealth. Effective estate planning can help you to avoid unnecessary taxes and legal tie-ups and enable property and money ...

The Secure Act 2.0 & Proposed Changes

The Secure Act 2.0 (HR 2954 Securing a Strong Retirement) has passed in the House and is currently up for discussion in the Senate’s Committee on Finance. If it becomes law, what will it mean for ...

Investing with Perspective During Turbulent Times

With the tragic event of the Russian invasion of Ukraine and the beginning of the Fed announcement of increasing interest rates for the foreseeable future, we thought it would be a good time for ...

International Women’s Day

International Women’s Day (IWD), is a global day celebrating the social, economic, cultural, and political achievements of women. IWD marks a call to action for accelerating women’s equality and an ...

Investment advisory services offered by Stephens Wealth Management Group SWMG, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SWMG), or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from SWMG.  To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Stephens Wealth Management Group (SWMG) cannot guarantee that the information herein is accurate, complete, or timely. SWMG wealth advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. A copy of SWMG current written disclosure Brochure discussing our advisory services and fees is available upon request or at stephenswmg.com.  Content represents the opinion of the speaker(s) and not necessarily that of SWMG.

Links are being provided for information purposes only. SWMG makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

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

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives 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 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.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure

MENU