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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,

About

Meet the Advisor

Mission:

At Stephenson Financial, our goal is to be a valued financial resource to our clients.  We strive to help individuals, families, and businesses gain and preserve wealth, and we are dedicated to providing exceptional service and advice.

 

Philosophy:

“There is no one like you.”

 

What We DO:

At Stephenson Financial, we assist clients with protecting their assets and standard of living.  Our practice occasionally involves working with other professionals (attorneys, accountants, bank officers, and other investment advisors) to pursue the most outstanding planning techniques available.  We know that each client is different, and we focus on first educating the clients about available options and then assisting them in implementing the proper solution to accomplish their specific goals.  We are building long-lasting relationships with our clients, in order to serve them in the best possible way.

Many people are concerned that financial planning is costly.  As an Investment Advisor Representative of United Planners, Alan is able to offer many solutions to fit any type of budget.  It is not about how much money you have or don't have. It is about having a plan to make the most out of what you do have.

If you are looking for straight advice and wondering who you can talk to, we will be happy to meet with you to review your list of investments and answer your questions.

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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