?? Smart Strategies to Save More ?? https://lnkd.in/efDmfA4T Hashtags: #FinancialWellness, #SmartSaving
关于我们
Our team of wealth management professionals are focused on your goals, creating a path to achieve them, and addressing looming financial blind spots along the way. ? We help you think through how to best preserve your wealth and protect your lifestyle ? We help you identify and address financial risks and liabilities ? We focus on identifying tax savings ? We help you plan for and navigate conversations around your legacy ? We provide tools that help you simplify your life and organize for the future What Makes Us Different? Everyone has a story about money – about how money was managed in their family growing up, individual and family hardships and learning curves, the goals and dreams that we hope money will afford, preserving our families legacy, and so on. Our team of Wealth Advisors each had their own story too, a narrative SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Investment advisory services are offered through Stephens Consulting, LLC. Stephens Wealth Management Group (SWMG) is an investment adviser registered with the Securities and Exchange Commission. SWMG is neither a law firm nor a certified public accounting firm and no portion of this article should be construed as legal or accounting advice. Past performance may not be indicative of future results. This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. SWMG, 5206 Gateway Centre, Suite 300, Flint, MI 48507 ph: 810.732.7411.
- 网站
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https://www.stephenswmg.com
Stephens Wealth Management Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Flint，MI
- 类型
- 私人持股
- 创立
- 1984
- 领域
- Wealth Management、Financial Planning、401(k) and IRA、Financial Services、Retirement、Wealth Management和Business Planning
地点
Stephens Wealth Management Group员工
动态
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?? When Can I Expect My Raymond James Tax Forms? Wondering when your tax forms will arrive? ?? We've got you covered! Check out our 2025 schedule to see exactly when to expect them. https://lnkd.in/eRa_gGPY #TaxSeasonReady,?#RaymondJames
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?? When Changing Your Phone Number or Email Address… Protect yourself from fraud! ?? Learn about our new verification process to safely update your contact information and keep your account secure. https://lnkd.in/eiCSnkMm #FraudPrevention,?#SecureUpdates
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Happy Valentine's Day! ?? Wishing you a day filled with love, joy, and connection. Whether you're celebrating with someone special or spreading kindness to those around you, may your day be bright and cheerful. ?? #ValentinesDayVibes ?? #HeartfeltWishes ??
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Tax Time Made Simple! Stay organized this tax season with ease. ??? Click below to access our 2025 Tax Filing Document Checklist and simplify your prep today! https://lnkd.in/ey5tvXHG #TaxSeasonTips,?#FinancialPlanning
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?? Markets Surge, Challenges May Loom Ahead ?? Markets soared in 2024, fueled by resilient consumers, a strong labor market, and tech's AI-powered dominance. The S&P 500 shattered records with 57 new highs! ?? But what's next? As challenges emerge on the horizon, staying informed is more important than ever. https://lnkd.in/eiEigf5v #MarketTrends #InvestSmart
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What’s Changing for 2025? In 2025, the Social Security COLA is 2.5%, 401(k) contributions rise to $23,500, and new SECURE 2.0 catch-up contributions are available for ages 60-63. Tax brackets, standard deductions, HSA contributions, and the Annual Gift Exclusion (now $19,000) have also been updated. #RetirementPlanning https://lnkd.in/egzJ-nVY
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Staff Spotlight Meet Chandler Fish, SWMG’s Office Manager and Compliance Analyst, whose team-focused approach enhances our daily operations, compliance, and client engagement. With a background in journalism, Chandler is passionate about reading, writing, and spending time with her young family. https://lnkd.in/ek6_hn4Z
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From engaging clients and launching new resources to hosting a memorable appreciation event, 2024, our “Year of Estate Planning,” has been full of highlights. We celebrated milestones, welcomed a new team member, and capped it off with events like the Fall4Fitness challenge and industry speaking engagements. Here’s to an even better 2025! #EstatePlanning2024, #ClientEngagement https://lnkd.in/eFVTs643
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