STEVENS FINANCIAL GROUP
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Financial Strategies for Business Owners


Estate Plan Funding ** :

Our associates offer insight regarding property ownership, distribution strategies, estate tax reduction and estate tax payment techniques. It involves a discussion of gifting, trusts, wills, etc. and the disposition of business interests. Our financial professionals work closely with you to identify tax consequences and their implications.

Business Succession Planning **:

Our associates work closely with you to determine alternatives and strategies regarding the continuity or disposition of the business upon the business owner’s retirement, death, disability, or decision to sell. Tax consequences and their implications are identified and evaluated.

Investment Planning:

Constructing investment portfolios to help achieve optimal performance relative to accumulation and income objectives. Existing investments are evaluated for risk, return and tax characteristics. An investment policy statement can be developed to formalize client objectives and constraints, propose asset allocation strategies and establish criteria for the selection and retention of professional money managers.

Retirement Planning :

Alternatives and techniques for accumulating wealth for retirement income or information relative to appropriate allocation and distribution of assets following retirement. Tax consequences and their implications are identified and evaluated.

**Estate planning and tax services are provided working together with your estate planning attorney, tax attorney, and/or CPA. Consult them for specific questions regarding tax & legal matters.