Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Podcast

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

Tax Planning in your Financial Life

Jill Carr talks to Doug Marlow, our new Director of Financial Planning, about different ways that tax planning in your financial life and how it fits into your fiscal picture.  We cover Roth ...

How will you pay for assisted living?

The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living?  With 7 out of 10 people requiring assisted living ...
Picuture of Jill Carr and Steve Feldman

Customized health care solutions for individuals and families

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 with ...
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 ...

Michigan

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

"Leave Nothing
To Chance."

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

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