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This information is intended for use only by residents of Arkansas, California, Louisiana, Maryland, Mississippi and Texas. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than Louisiana, Arkansas, Texas,and Mississippi,

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    Welcome!

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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    Contact Us

    If you ever have questions about your plan or about specific financial products, get in touch.

    Contact Us
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    Contact Us

    If you ever have questions about your plan or about specific financial products, get in touch.

    Contact Us
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    Contact Us

    If you ever have questions about your plan or about specific financial products, get in touch.

    Contact Us

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WELCOME!


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.

 

This information is intended for use only by residents of Arkansas, California, Louisiana, Maryland, Mississippi and Texas. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than Louisiana, Arkansas, Texas,and Mississippi,

Alan Stephenson is an Investment Advisory Representative offering Securities and Advisory Services through United Planners Financial Services, Member: FINRA, SIPC. Stephenson Financial & United Planners are not affilliated companies

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