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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,

Our Services

Business Services*:

  • Retirement
    • 401(k)
    • Simple IRA
    • SEP
    • Individual 401(k)
    • 403(b)
    • 412(i)
  • Deferred Compensation Plans
    • SERP
    • Executive Bonus Plans
    • Salary Continuation Plans
  • Business Continuation
    • Buy-Sell Funding
    • Key Person Protection
    • Disability Buy-Out
  • Executive & Group Programs
    • Long-term Disability
    • Long-term Care

Individual Services*:

  • Estate Tax Analysis
  • Charitable Gifting Programs
  • Individual Insurance Needs Analysis
  • Retirement Analysis
  • Education Funding
  • Qualified Plan Distribution Analysis
  • Long-Term Care Planning
  • Investment Analysis
  • IRA vs. Roth IRA Analysis

* Securities and Advisory Services are offered through United Planners Financial Services

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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