Jim Stephan, www.jimstephan.com
Greetings! I'm Jim Stephan.  My focus is to help you choose & apply the most appropriate financial solutions for your life events. My specialties include a full 45-page Free Financial Plan for Clients, personalized portfolio allocations adjusted for Risk, and Retirement Income for Life Strategies.

 I have extensive experience helping Clients manage wealth in Rochester since 1984 and invite you to try my personalized service. I am a Registered Representative with Securities America, Inc., a full service independent Broker/Dealer with over 1800 Brokers nationwide. I am also a Financial Advisor offering advisory services through Securities America Advisors, Inc. My advisory practice has always utilized independent Custodians for holding Client funds and third party record keeping services for all Trust, Advisory, or Brokerage accounts.

Jim's Licensure & Credentials

Jim's Services

Want to Get Started? Email or fax me your latest Portfolio Statement and I'll review, reallocate your holdings, and send you a free, personalized Portfolio Allocation Report (Sample Report). This report uses research by Morningstar and can help you get the appropriate portfolio returns for the measured amount of risk built into your portfolio! Are you taking too much risk for the reward you are receiving?

For my Mayo Clients/Friends, I have provided alternative 403b portfolio allocations, with no fee. See my Free Mayo 403b Portfolio Allocations.

Please see my contact information to the left under the Contact Jim Stephan link or email me at jim@jimstephan.com.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Car Affordability

How much can you afford to pay for a car?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

More Newsletters →