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.

Heidi McAra and Jill

Do I need an Estate Plan?

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 ...
A word on wealth

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 ...
A word on wealth

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 ...

"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.

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