We at Stevens Foster Financial Advisors recognize that quality of life is comprised of many factors, financial resources being just one of them. We believe that one of the most precious of assets is time. Stevens Foster assists busy, high net worth individuals, business executives and small business owners who want to spend their time wisely.
Successful in their own fields, our clients recognize the value of the expertise we have in ours. Our unique combination of services provides clients with strategies to maximize and enhance wealth efficiently and effectively. We offer the financial confidence that comes from knowing your financial matters are in order.
Successful in their own fields, our clients recognize the value of the expertise we have in ours. Our unique combination of services provides clients with strategies to maximize and enhance wealth efficiently and effectively. We offer the financial confidence that comes from knowing your financial matters are in order.
Services
Since 1988, Stevens Foster has provided integrated financial services to high net worth individuals who seek qualified, unbiased and objective assistance in creating, managing, transferring, and spending their wealth.
Using a customized, coordinated approach to financial planning, we consolidate all aspects of our clients' financial lives: strategic planning, income and estate tax planning, risk management, portfolio analysis, and investment management.The key to our singularity lies in our integration of all the disciplines of wealth management under one roof.
Using a customized, coordinated approach to financial planning, we consolidate all aspects of our clients' financial lives: strategic planning, income and estate tax planning, risk management, portfolio analysis, and investment management.The key to our singularity lies in our integration of all the disciplines of wealth management under one roof.
Stevens Foster's expertise in the area of executive benefits and incentives enables us to effectively integrate our clients' corporate benefits with their personal financial plans and to assist our clients in maximizing the growth opportunities within their corporate benefits plans, particularly stock compensation, stock options, 401(k), pension plans, and deferred compensation plans.
At Stevens Foster you will find a fully integrated team approach. Our goal is to exceed your expectations in meaningful and measurable ways. We understand you, your life situation, your goals, and your flexibility; our team knows the depths and intricacies of the investment, tax, and financial planning worlds.
Our process begins by discussing your personal goals and concerns, including your time horizon and risk tolerance. Our coordinated team of financial experts thoroughly evaluates your current situation by analyzing all your assets, comparing your income to expenses, projecting your income tax liabilities, and projecting retirement scenarios, including your company benefits and options.
The development of your financial plan is only the first step towards achieving your financial goals. Stevens Foster also assists you in implementing and executing your financial plan over the years. Because of our established relationships with many major corporations, we have intimate knowledge of executive benefits and incentives.
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