At Stephenson Financial, we are dedicated to helping people reach their specific financial goals. As Investment Advisory Representatives of United Planners, we use many resources and tools to customize a plan for each individual, family, or business, based on the specific goals of that client. We strive to personally know each client, which gives us the ability to better serve our clients. We want to help our clients create and accumulate wealth, manage financial risk, and keep more of what they’ve earned. Our primary focus is to provide knowledge and unbiased opinions that are designed to achieve long term investment results.