We work with your estate planning attorney and other advisors in the development and review of your plans and support their implementation. In addition, we work with families and regularly consult across generations to help ensure continuity, using the family’s values and interests as our guide. We also evaluate tax-efficient ways to pass assets to heirs and charitable organizations real time or through estate planning.
We'll also help you identify insurance gaps and unaddressed risks that could lead to unnecessary or catastrophic loss. Risk management can range from long-term care and life / disability insurance to elder fraud. Our team helps you think ahead and consider different scenarios, then prepare contingency plans to address them. We understand that while risk cannot be eliminated, it can and should be mitigated.
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