Our Services

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

Investments

  • Group retirement and savings plans

Insurance

  • Life insurance
  • Long-term care, Disability and Critical Illness Insurance
  • Group Health Benefits

Retirement Planning

  • Lifetime Income Need
  • Health Care Needs
  • Estate Protection
  • Paying for Retirement
  • Social Security
  • Employer-Sponsored Qualified Plans
  • Traditional and Roth IRAs

Managing your Finances

  • For Individuals
  • For Business

Asset Allocation

  • Individual Strategy
  • An Evolving Strategy

Business Succession Planning

  • The Need for a Written Agreement
  • Types of Business Owner Buy-Sell Arrangements

Charitable Giving

  • Charitable Remainder Trust

Stevens Financial Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA and SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.

Investment products and services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Fee based investment services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Insurance products and services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Summit Brokerage Services, Inc., its affiliates and Stevens Financial Inc. do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

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