Personal Investments
Let us help you LIVE YOUR BEST LIFE with a holistic approach to planning.
OUR APPROACH TO YOUR
PERSONALIZED PLAN
We use a client-centric process
focused on pursuing specific
milestones we create together.
Our comprehensive process is
designed to help identify your
needs, implement your strategy, and
monitor it to help you stay on course.
DISCOVERY
We begin by talking about the things
that are most important to you—
family, hobbies, community, work life,
etc. We’ll ask a lot of questions about
what you’re feeling, thinking, worried
about, and hoping for. We’ll examine
your experiences with money and
what you’ve accomplished so far.
All of this helps us gain a deep
understanding of your financial
situation and your goals.
PLANNING
Based on what we learn, we’ll
assess your unique situation, gauge
where you are now relative to your
goals and priorities, and begin the
process of filling in the gaps. We’ll
prepare an analysis of your finances,
develop customized strategies,
and offer recommendations for a
framework to address your future
needs and desires.

LIFE MILESTONES
We’ll craft a plan based on your stage in life.

SOLUTIONS
One benefit of holistic planning is
that it offers a comprehensive view
of all areas of your financial life. We’ll
offer specific solutions and help you
choose the tools (stocks, bonds,
mutual funds, insurance, etc.) to
address each of your specific goals.
We’ll help develop and implement
an action plan and get started.
MONITORING
When you make plans, life often gets
in the way. That’s why it’s important
to monitor your plan and incorporate
tracking to ensure it remains on target.
We’ll help you plan for the unexpected,
anticipate change, and adjust your plans
over time, if necessary.

Stephan Financial Services
332 S. Center Street, Eustis, FL 32726-1257
Security and Advisory Services Offered through LPL Financial a Registered Investment Adviser, member FINRA/SIPC.
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.