Planning that puts you at the helm.
Since 1991, Stephan Insurance & Financial Services has worked put individuals, families and business owners at the center of their finances in order to help them reach their financial goals and reap the benefits of peace of mind that follow. Whether you have a clear vision of where you want to be in the future financially or you're just beginning to set goals for life's financial needs such as buying a home, investing in your business, sending children to college or preparing for your own retirement, SI&FS is here to educate and serve you.
We offer solutions tailored to your objectives based on where you are and where you want to be financially that will put you in control. Our desire is to serve you in a manner that will benefit and protect you and your family or business for life.
To learn how we might help you meet your financial objectives, use our contact information to get in touch with us or fill out the contact form at the bottom of this page.
Contact
➤ LOCATION
5041 La Mart Drive, #110
Riverside, CA 92507
☎ Communication
Stephan@StephanIFS.com
O: (951) 335-0159
F: (951) 346-3680
Financial Services
Life insurance
As there are various types of life insurance, we customize a plan to meet your financial goals. Life insurance can financially safeguard your dependents and survivors in the event of your premature death. Allow your family to maintain its standard of living by protecting them against financial loss should untimely death occur.
INVESTMENTS
Strategic investments are an important part of any wealth management plan. Our focus is to educate and guide you to those that are best suited to help you meet your financial objectives. Whether it's stocks, bonds, mutual funds or other investments, our goal is to ensure that your money works for you, especially as you enter retirement.
Annuities
A common concern among many retirees and those approaching retirement is that they might outlive their assets. Annuities are designed to help people in this situation by providing a steady flow of income after they're no longer working. With so many options and customizations, we can design a program to meet your specific needs and expectations.
BUSINESS SUCCESSION PLANNING
Business owners often have to worry about what would happen to their business and family should they, a partner or a significant stockholder die or become disabled. Options to be considered are disability and life insurance programs to fund buy-sell agreements. With the right plan in place, you can rest assured that your business and your family will be protected in the event of death or disability.
DISABILITY INCOME
No matter how you make a living, a single accident has the potential to impede you from working, earning for your family and running your business. Protecting your livelihood is paramount. Disability income insurance could mitigate potential financial loss in the event that an incident should preclude you from meeting your financial obligations.
Retirement Strategy
There's no better time than now to begin to prepare for the future. Contributing to an IRA or an employer's 401(k) plan is a great way to begin to plan for retirement. From retirement savings to tax benefits and multiple investment options, these strategies can provide peace of mind immediately and financial stability in retirement. All solutions are customized to your needs and desires in order to keep you in control of your financial well being. Additional options for you may include Roth IRAs , SEP IRAs and Individual 401(k) plans.
“The key to life is not accumulation but contribution.”
Contact Us.
We would love to hear from you. Use the form below to contact us. Provide your contact information and let us know how we can help you. You may also reach us via email or phone.
