Services
Retirement Planning
We offer personalized retirement planning services tailored to your individual needs and goals
Our retirement planning services include the following:
Retirement income planning
Investment planning
Tax planning
Social Security optimization
Long-term care planning
Estate planning
We start by gaining an understanding of your current financial situation, your retirement goals, and your risk tolerance.
We then develop a customized retirement plan designed as a road map for achieving your retirement goals.
We monitor the plan and make adjustments when your situation requires them. We analyze your current financial situation, including your income, assets, and liabilities. We consider your retirement goals, including the age at which you plan to retire, the lifestyle you want to maintain, and your legacy goals.
Finally, we consider your current investments, tax situation, and potential future income sources. The focus of our retirement planning is to have a plan in place that considers how much you will need to cover your expenses when you no longer have an income, maintain your standard of living, and alleviate financial anxiety in retirement.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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Stevens Capital PartnersSM
15514 Spaulding Plaza, Suite D02 Omaha, NE 68116
Investment advice offered through Stevens Capital Partners℠, Inc., a Registered Investment Advisor with the SEC (Securities and Exchange Commission). Client Relationship Summary
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.
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