Financial Adviser Xenia Ohio

Financial Adviser Xenia Ohio – We do wealth management, you do the rest – practice wealth management that meets your needs first

You have your own unique goals and plans when it comes to your personal wealth. When looking for financial help, you want someone who will take the time to understand these goals and develop strategies to help you achieve them.

Financial Adviser Xenia Ohio

Financial Adviser Xenia Ohio

Stephan & Associates works with people of all ages and income levels to provide personalized wealth management strategies. Led by our founder, Brian Stephan, CEO/General Manager, our team is committed to helping Xenia residents manage their finances using their expertise in the financial field. Whether you’re a first-time investor, a new retiree, or simply looking to transition your 401(k) from your old job, we’re here to help!

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Wealth Management Services We Offer As a wealth management company, our services are tailored to meet the needs of our clients. We don’t believe in a one-size-fits-all approach to wealth management. Instead, we develop our strategies for you.

We offer a variety of services and assistance to meet the needs of our customers. This includes but is not limited to:

A client-focused approach to wealth management At Stefan & Co we feel that everyone deserves experienced financial advice no matter what tax bracket they face. We welcome clients of all income levels and investment experience. They work with clients who need to plan for their wealth and first-time investors on personal goals such as retirement, travel or home ownership. We encourage potential customers to contact our advisors and ask us anything they need to know. For us, there is no such thing as a simple question!

We believe in taking the time to not only understand your finances, but to get to know you on a personal level. We know that your financial goals are closely tied to the people and emotions in your everyday life – that’s why we strive to understand what’s important to you and build your strategies around it.

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One-on-one interaction is an important aspect of our company. We’re always available to answer your questions even when we’re out of the office, and we’ll work around your needs and schedule.

When a company invests in the Xenia District Chamber, it partners with more than 400 investors who use time, money and other assets to create strong businesses and a strong community. Hi, I’m Brian. I started financial planning for true prosperity to help people retire with clarity and confidence. We offer fixed income pension plans and investment management. We also offer lump sum retirement plans for DIY investors.

Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I have gained valuable experience developing detailed retirement plans, tax forecasts and social security strategies for high net worth clients. I loved the job and appreciated my time there, but I felt called to create a different financial planning business.

Financial Adviser Xenia Ohio

I am a Certified Financial Planner (CFP®) professional. CFP® professionals must pass a comprehensive CFP® certification exam, pass the CFP® Board’s candidate and registrant fitness standards, and agree to abide by the CFP® Board’s Code of Conduct, Professional Responsibility, and Ethics, which puts the best interests of clients first. Compliance with standards of practice for financial planning.

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When I am not working, I enjoy spending time with my husband and three children. We love playing board games, going on adventure hikes, or playing a game of kickball in the backyard.

The CFP is the gold standard for financial professionals conducting comprehensive financial planning. To earn this designation, CFPs must pass a rigorous examination and meet other requirements.

RIA Affiliated Consultants are authorized to work with up to five clients in all states without express registration. The map below shows only the countries with instant registration for this company.

Truly Prosper Financial Planning LLC (“Truly Prosper”) is an advisory firm in the state of Ohio that provides advisory services and other independent mandates. Registration does not imply a specific level of skill or training. The existence of this website on the Internet should not be construed directly or indirectly as an investment advisory service to persons in other jurisdictions unless otherwise permitted by law. Monitoring or individual responses of consumers in a particular state may not be conducted by Truly Prosper without compliance with jurisdictional requirements or applicable state exemptions for compensation for personal investment advice.

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All content written on this website is for informational purposes only. Opinions expressed herein are those of Truly Prosper unless otherwise noted. The material provided is believed to be from reliable sources and our company does not make any representations to third parties about the accuracy or completeness of the information. All information or suggestions presented should be discussed in detail with a consultant, accountant or legal advisor before implementation.

It was created for one simple reason: to help people find the financial support they need to achieve their long-term financial goals.

It is a representative database for every investment advisor in the country. We work hard to gather and provide the information you need to find the right financial advisor for you.

Financial Adviser Xenia Ohio

If you’re looking for a specific financial advisor and can’t find one, it may be a specialist or unauthorized broker – please contact us and we’ll try to help you!

Brian M. Tegtmeyer At Truly Prosper Financial Planning Llc

Historically, finding and hiring a financial advisor has been difficult. It is designed to make the process very easy.

The best way to use it is to use our free feedback system. All you have to do is take a few minutes to describe your situation and the help you need.

It will then forward your application to our network of pre-screened financial advisors. If a financial advisor is interested in your business, they will make a proposal for you.

You review the offers you receive and decide whether you want to make a follow-up call with one or more financial advisors.

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In the process, they maintain control. We will only share your contact information with a financial advisor after you request an introduction. Our philosophy is based on the principle of understanding your financial situation and your family’s financial goals.

Through honest, open and frequent communication, to inspire an atmosphere of respect for our customers and each other.

As an independent company, we have the freedom to ensure that the customer comes first. We are affiliated with Commonwealth Financial Network®. As we are not restricted to any products or pressured to meet any sales quota, we are able to tailor our services to the client’s needs and provide objective and impartial advice. As a result, our clients have dual access to focused, individualized financial planning and access to all the resources of a great broker/dealer. Our freedom gives you the best of both worlds.

Financial Adviser Xenia Ohio

Kevin Wichman has been involved in the industry for over 30 years, and Bruce Newell for nearly 20 years. During our time in this field, we have tested and adapted to different market conditions. Our current expertise and past involvement allow us to help our clients stay on track as they navigate the future and current dynamics.

About Ted Vickerman

For over 20 years, we’ve been in business in Xenia, Ohio. We are rooted in our community serving our neighbors and treating our customers like family. We’re here for the long haul, and we’re proud of our commitment to this community and its people.

At our company, we believe that our teamwork approach adds a broader perspective to everything we do and provides additional benefits to our clients. Our experienced professionals have helped many people with the same issues and concerns as you. We can help you create an approach tailored to your situation.

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