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Uncommon Financial Wisdom
FOR AN APPOINTMENT CALL 352-483-7060Who We Are
TitleRegistered Representative
Oct 1995 – Present
Eustis, Florida
I am an independent broker offering access to investment, retirement plans, long term care, group and personal health insurance, and life insurance. I specialize in working with Companies and individuals to deliver custom retirement plan services.
An independent financial planner offering a wide range of investment and insurance products. We have no proprietary products. We look for the best option for our clients needs. We offer commission and fee based planning. On the insurance side, we are licensed with most major companies and can shop your needs for the best fit.
My specialties include:
- 401K/Cash Balance & Corporate Retirement Plans
- Wealth Management
- Executive Benefits
- Participant Education Services
Retirement Planning Strategies for Businesses and Individuals
- 401K/Cash Balance and Corporate Retirement Plans
- Investment education support
- Plan design assistance
- Plan and vendor benchmarking
- Fee review, analysis
- Plan conversation assistance
- Vendor search, support
- ERISA compliance reviews assistance
- Plan committee education
- Participant enrollment assistance
Securities and Advisory Services offered through LPL Financial, a Registered Investment Adviser, member FINRA/SIPC
The financial consultants affiliated with Stephan Financial Services are registered to do business in the following states Florida, Texas, Kentucky, Maine and Illinois.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.