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. 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?
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