My name is Sean Stevens. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

Since 1992, I’ve been fully committed to helping retirees and those on the cusp of retirement create a comprehensive and all-encompassing plan that helps to achieve their goals. I don’t just think about your future income or growth needs; I also dig deep into and uncover any potential consequences of your annuity choices. I have a thorough understanding of all potential tax implications, and I hunt for chances to cut down (or even erase) those costs. I make it my personal mission to match the ideal annuity with your unique circumstances to ensure your hard-earned assets remain safe and enable you to achieve your ideal retirement. On top of all that, over my 30 years as an advisor, I know how to face the surprises and uncertainties that the future holds by creating a retirement strategy that is solid and resilient.

I hold degrees in Sociology and Psychology from Iowa Wesleyan University and am proud to hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations for my advanced financial planning knowledge. I am also honored to be recognized as an award-winning financial advisor with over 30 years of experience in the greater Des Moines area.

In my off-time, I enjoy golfing, bicycling, and traveling. I’ve been married to my beautiful wife, Dory,  and we have three children, Abby, Amanda, and Max. I also enjoy volunteering in my community specifically doing work with animal rescue and children’s charities.

I reside in Iowa, and even though my office is physically located in Windsor Heights, a suburb of Des Moines, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in the office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Sean Stevens