Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Take Your First Step

Getting started with Stephens Wealth Management Group is easy. Take your first step by reaching out to set up a time for a chat. Below are the five steps we look forward to guiding you through on your journey towards greater financial confidence and freedom.

Step 1: Get to Know Each Other

Handshake Icon

During your first meeting, we are interested in learning more about you: your money story, preferences and values, and financial planning experience (none is required). We will also share information about our approach, fees, and the team, and be happy to answer any questions you may have about our services.

Step 2: Assess Your Current Financial Picture

Clipboard List Icon

Once we're acquainted, we will use our Personal Financial Organizer, to determine and document more in-depth information about your current financial picture, risk tolerance, growth expectations, and more. We may also request access to bank statements, insurance policies, estate planning documents, etc. We take your privacy very seriously, and your materials will always be protected under the strictest of security measures.

Step 3: Set Goals & Develop Your Plan

Lightbulb Icon

Now equipped with a solid understanding of your current financial situation and future wants/needs, we will develop a set of measurable goals and associated plans to support you in their achievement.

Step 4: Implement Your Plan

Sailboat Icon

Now comes the fun part! Although there will be forms to fill out and documents to sign, it is our goal to make this as painless as possible. Your dedicated client service representative will work closely with you and your financial advisor to address all the details and set you on the path to success.

Step 5: Meet to Review Your Progress

Calendar Icon

You and your financial advisor will agree upon a future date for your check-in meeting as well as a cadence for your annual client-centered review. These reviews cover a wide variety of topics including an update on you, progress against plan, market and regulatory updates, investment performance, and your best next steps.

"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

Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group financial advisors 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 of 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. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure

Links are being provided for information purposes only. Stephens Wealth Management Group, Inc., is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Stephens Wealth Management Group, Inc., is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.