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Investments

When it comes to investing, there is no single investment or strategy that meets everyone’s needs. We are all different and with that comes different goals, concerns, and solutions. As a Registered Representative of United Planners Financial Services of America, Alan Stephenson strives to develop a close relationship with his clients through fact finding and communication so he can develop investment strategies that meet your specific needs. Through his relationship with United Planners, he has access to a wide range of investment products to implement your custom strategy.

We can help with:

  • 401k and IRA rollovers
  • Setting up new Individual Retirement Accounts
  • Making choices between IRA and Roth IRA contributions
  • Saving for your children’s education
  • Income planning during retirement years
  • Retirement savings programs for business owners and their employees.
  • Tax efficient investing
  • Investment strategies for inherited assets
  • Strategies for transferring assets to others including family and charities.

For assistance with your investment needs, Call 318-324- 8140.