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:

Please email Jim : jim@jimstephan.com to set up an appointment. I have extensive experience helping Clients manage wealth in Rochester since 1984 and invite you to try my personalized service. As a Registered Representative with Securities America, Inc., a full service independent Broker/Dealer with over 1900 Financial Professionals 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 assets and Third Party Record-keeping services for all Trust, Advisory, or Brokerage accounts.

Jim's Licensure & Credentials

Jim's Services

Want to get started? Fax me your latest Portfolio Statement and I'll send you a free, personalized Portfolio Allocation Report (see above). This report uses research by Morningstar to help measure your portfolio returns & risk built into your portfolio. It may be time for us to help control how much risk you allow in 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 Mayo 403b Portfolio Allocations page. 

Again, to get started: please email or call me, Jim Stephan, jim@jimstephan.com  or 507-287-6160. You may also contact my Executive Associate Jody Rasmussen for an appointment, jody@jimstephan.com
Calculators

Loan Payoff

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

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?

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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