Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Financial Planning

Helping You Plan for all of Your Financial Needs

Financial Planning

We work to minimize tax impacts on your investment returns through ongoing monitoring of your overall portfolio.

Whenever possible, we make recommendations to maximize tax efficiencies as new legislation rolls out, during end of year planning, and when other circumstances change.

We also support you in closely monitoring cash on hand and cash outflows, to be sure you have money when you need it most.

Our 5-Step Process: 

  1. Discovery
  2. Summary Financial Plan
  3. Comprehensive Financial Plan
  4. Implementation
  5. Progress & Iteration

Schedule a Free Consultation

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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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