Kenneth W. Stephan has provided comprehensive financial planning services to a select group of clientele. I work with professionals that have a commitment to innovative financial planning strategies and quality products and services. Client's meet with me on a continual basis througout the calendar year. Each client has preset appointments during the year, providing them with the comfort of one on one meetings. Each client meeting has an objective and a goal to be accomplished and permits the opportunity for an open and honest discussion concerning their investments and opportunities that may be available at this point in the economic cycle. An Update of their portfolio is reviewed as well as revisions are explored as the goals and objectives change.
My firm and I are an independent financial planning company that provides comprehensive financial services, tax planning and estate planning. I provide a complete aray of investments to my clients and business owners. Mutual Funds, Stocks, Bonds, Preferred stocks, Limited and private partnerships, Life Insurance products: fixed and variable, municipal bonds, exchange traded funds, Long term care policies, Health Insurance Policies and Tax credit programs.I have the highest integrity and committment for my clients. I have structured and maintain constant contact with each client; the priority has always been excellent service and structured financial plans for the individual and their family. My reputation in the financial planning profession is exemplary. My client's trust me implicitly through proven honesty and truth thoughout the 15 years of client/financial planner relationships. All of my client's come through a strong referral by existing clients.