Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Retirement Planning

Helping You Plan for Retirement

Retirement Planning

Retirement planning is dynamic as situations change over time, and the process is often long-term.

We pivot with you as things like healthcare needs change, living costs fluctuate, and your work situation evolves.

Whenever possible, we carefully plan for income distributions during retirement far in advance to maintain purchasing power and minimize tax consequences. And we work with clients to understand other retirement aspirations – social, emotional, health and wellbeing – to connect the financial side of these goals in the retirement planning process.

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Michigan

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