STEVENS FINANCIAL GROUP
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Wealth Management


Fixed Annuities

If you need a tax-deferred investment to provide guaranteed income for life or a specified number of years in the future, a fixed annuity may be worth considering. Small business owners will want to attract and retain skilled employees by offering retirement savings. Fixed annuities can help.

Financial Planning*

At Stevens Financial Group, our financial planning services can help you pinpoint your most important financial objectives, after which, we assist you in prioritizing them based on their importance to you, your family and your business. As your financial advisor, we evaluate your present financial arrangements and their capacity to help you achieve your objectives.

Our approach to financial planning is comprehensive in that we strive to create a living and workable strategy unique to your needs and concerns. Our objective is not to identify one particular strategy, but to clearly outline all strategic options that will benefit you today and in the future.

The work we do, however, does not replace the need for your CPA or attorney. In fact, we strongly believe that checks and balances are an integral part of any successful financial plan. As a result, it is our intention to work with your other advisors as a team committed to helping you reach your financial goals.

Investments

Registered representatives to replace and Investment Advisor Reps will gather data about your present situation and will help you identify your financial goals and determine a financial strategy to reach them. They can also help you prioritize and then systematically pursue your goals.

Our registered representatives offer a broad array of investment products, including:

  • Mutual Funds
  • Variable Annuities
  • Variable Life Insurance
  • Direct Participation Programs (DPPs)
  • Non-Traded Real Estate Investment Trusts (REITs)
  • Real Estate Limited Partnerships
  • Unit Investment Trusts (UITs)
  • 529 College Savings Plans
  • Securities Brokerage Services

Some of our registered representatives provide investment advisory services, such as asset management programs and financial planning, through affiliation with our Corporate Registered Investment Adviser platform. These include:

  • Mutual Funds Programs
  • Unified Management Account Programs (UMAs)
  • Separately Managed Accounts
  • Exchange Traded Fund Programs (ETFs)
  • Access to Individual Money Managers
  • Comprehensive and Focused Financial Planning


Fee-Based Asset Management

A long-term approach to investing, fee based asset management allows you and your financial consultant to share a common goal – to grow the value of your assets. With fee-based asset management, the performance of your account is tied directly to your consultant’s compensation. He or she earns an annual fee based on the market value of your account versus receiving commissions. This structure supports a mutual relationship in which you and your consultant will work together to build an effective investment portfolio.  More »

*Financial planning services offered through qualified registered representatives of One America Securities Registered Investment Advisor .