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Financial Services

Our holistic approach ensures that we look at all aspects of your financial life in order to create a plan that works for you. Your financial plan is a living, breathing document that needs to keep up with the changes in your life. Below is the full array of services that we offer:

<b>Debt Elimination</b>

Debt Elimination

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<b>Retirement Planning</b>

Retirement Planning

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<b>Estate/Legacy Planning</b>

Estate/Legacy Planning

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<strong>College Planning</strong>

College Planning

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<strong>Investments</strong>

Investments

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<strong>Insurance</strong>

Insurance

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Small Business Retirement Plans/Business Succession

Small Business Retirement Plans/Business Succession

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Special Needs Planning

Special Needs Planning

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Non-Traditional Family Planning

Non-Traditional Family Planning

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

juanita@jstephenswealthmanagement.com |  512-598-9080