Financial Strategies for Individuals

Our job as Financial Services Professionals is to help each of our clients achieve his or her financial goals. We strive to make a positive impact on the lives of our clients and those in our community. Whether you’re looking to design a retirement strategy, prepare for the funding of a college education, provide benefits for a business enterprise or help protect your family’s quality of life, our financial services professionals will provide you with a customized strategy to fit your individual needs.

TAX EFFICIENCY IN RETIREMENT

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company(® ) (AUL) and other insurance companies. Stevens Financial Group is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

American United Life Insurance Company(®) is authorized to conduct business in every state of the United States except New York. Richard W. Stevens, is licensed and authorized to conduct life insurance business and securities related business in TX. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. 777 Main Street, Fort Worth, TX, 76102, (817) 887-8419.

Neither OneAmerica Securities, Inc. nor its representatives provide tax or legal advise. For answers to your specific questions please consult a qualified attorney or tax advisor.