Stevens Financial Group

09/17/2025

September is Life Insurance awareness month. Most people are aware that they need life insurance but there is a lot of hesitation & misunderstanding…which leads to uncertainty and procrastination. I have been there myself. The process really is not painful at all. Please allow me to help bring you and your family peace of mind.

11/02/2022

There are all sorts of reasons why you, and most importantly, your family, need life insurance. If you have a policy in place that is at least a few years old, it is outdated. You need the new types of life insurance. Use the link here to gauge what amount of life insurance you need to take care of your family and priorities.

This short exercise will help you estimate your life insurance need. Exact numbers are not required. Round "ballpark" numbers are sufficient. This calculator is meant to estimate coverage for a single life. Run the calculator a second time to estimate life insurance need for a spouse or partner.

08/30/2021

Trying to determine what amount of life insurance coverage is appropriate can be a little overwhelming. Try this calculator. Select what is important for you and your situation.

This short exercise will help you estimate your life insurance need. Exact numbers are not required. Round "ballpark" numbers are sufficient. This calculator is meant to estimate coverage for a single life. Run the calculator a second time to estimate life insurance need for a spouse or partner.

01/19/2021

If you don't already know...taxes are the lowest they have been in history. What if taxes were to double in the next 5 -8 years? Would that change your financial planning? Should it? Do you have a plan? Taxes are on sale everyone! You need a professional to guide you through this process. Message us today for a free review of your situation.

01/18/2021

In these uncertain times, unpredictability in the marketplace can be a worrisome idea for many. Being too exposed to moves in the market may not be in your best interest. But at the same time you may not want to compromise growth, especially when you’re approaching retirement. How do you find that balance? Message us today for a free no cost review of your situation.

12/22/2020

Please make sure your loved ones are taken care of. For young people it can be so cheap. For older people the payoff could be huge for your surviving family. Message me today to get covered quickly.

Here are some times when you should review a policy.

11/12/2020

Who gets your money when you pass away?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

09/09/2020

Recent life Changes? When do you need to review a life insurance policy.

Here are some times when you should review a policy.

09/08/2020

Do you have a plan?

I often get asked for suggestions from homeowners on how to improve their lawn. Those that have had success know it takes work. You just don't do one thing and then all of a sudden magic happens. It takes a lot of planning, work, time and a little sweat. Same with your financial plan. Many times, people give little attention to their financial plan but yet expect success.

Give us a call today (478-550-3460) or message us here on FB for a free review of your financial plan.

08/31/2020

Due to the tax legislation issued this year, RMD's are not required for 2020. Because of this change, this may be a great year to do a ROTH conversion. Give us a call (478-550-3460) or message us here on FB and we will help you discover whether this is a good move for you this year.