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jim@jimstephan.com

Phone: 507-287-6160 or Toll-Free 888-287-6160     

    

Jim's Services

James E. Stephan is a Registered Representative with Securities America, Inc., a full-service independent Broker/Dealer with over 1800 Brokers nationwide.  Jim is also a Financial Advisor offering advisory services through Securities America Advisors, Inc.  Jim Stephan offers independent financial services for:

Life Event Planning: Marriage, Birth, Inheritance, Charitable Giving, Retirement, Settlements, Death, Divorce, Illness
 
Investments: Tax deferred, IRAs, Mutual funds, 3rd party money managers,  Brokerage Accounts, Individual Stocks and Bonds.
 
Portfolio Asset Allocation: Strategies to manage portfolio Risk/Return with Optimization Models, Investment Planning, and Life Event management.
 
Retirement Planning: Jim Stephan offers a FREE personal retirement plan for clients. Jim will help you plan to avoid outliving your assets. Your goal may include planning an earlier retirement or finalizing a date when you can retire!
 
Pensions: Rollover, Design, and Implementation: 401k, 403b, 457, Defined Benefit Plans, Money Purchase, Profit Sharing, SEP, Simple plans.
 
Insurances: offered by Jim Stephan to include: Long Term Care, Health, Disability, Life (term & permanent), HSAs, Cafe Plans, and more.
 
Monthly Income for Life Strategies: offered to those wanting to increase inflation adjusted monthly income while invested for growth. The strategies for distribution planning involve a framework to help reduce the risk of using principal or selling assets during regular market corrections.