Annuities, Insurance & Investments
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy investment representative who has a comprehensive knowledge of their needs.
The Stephenson Financial Services team are registered representatives with and securities are offered through LPL Financial. They have a combined 70 years of financial services experience. As independent representatives, they have access to many of the world’s best investment and insurance providers; thus, offering unbiased recommendations.
“Our specialty is helping people like you develop a plan towards meeting your financial needs and pursuing your goals.”
The main objective for Stephenson Financial Services is to assist clients in reaching their short term, intermediate and long term financial goals. SFS investment representatives do this through a comprehensive wealth management process which includes complete financial profiling to create a financial plan. Once your plan is created, they are able to choose from a complete spectrum of alternative investment products which help you work toward your goals.
As a full-service investment center, SFS offers clients an assortment of quality, non-proprietary investment choices to help you make sense of today's investment climate.
Stephenson Financial Services provides:
• Personalized Financial Advice
• Retirement Income Planning Strategies
• College Savings Plans/529 Plans
• Tax-Free Investments
• Tax-Deferred Investment/Annuity Reviews
• Variable Annuity Analysis
• Life Insurance Analysis & Strategies
• Quality Investment Products
• Real Estate Investment Trusts (REITs)
Throughout varying market conditions, Stephenson Financial Services maintains a constant commitment of putting service first and keeping clients' objectives in focus.
|Not FDIC Insured||No Bank Guarantee||May Lose Value||Not a Deposit|
|Not Insured by any Federal Government Agency|
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
Paul Aftanas: AZ, FL, IL, IN, MI, WI
Sam Hofer: AL, CA, CO, FL, GA, MI, WI
Maria Berlin: WI
Karen Fehrenbach: AZ, CA, FL, MI, WI