My name is Sean Stevens, I specialize in helping clients financially prepare for retirement, often including the proper use of annuities. I help clients all over the country find ways to generate more retirement income by helping them grow and securely protect their money during these turbulent times.
Despite the current volatility in the market and the elevated interest rate environment, there are still strategies I can put in place to help my clients ensure they do not run out of income and are able to keep their money securely protected from future market downturns.
While most financial advisors provide clients with investment tips and growth opportunities for portfolios, few financial professionals know how to convert one’s savings into a long-term, sustainable income (while protecting their money) so they can spend with confidence when retired.
Since 1992, I have been fully committed to helping retirees and those close to retirement create a comprehensive and all-encompassing plan to help them achieve their goals. I consider one’s future income or growth needs and also investigate and uncover any potential consequences of annuity choices. I have a thorough understanding of potential tax implications and research ways to reduce and possibly eliminate those costs. I make it my personal mission to match the ideal annuity with my client’s individual circumstances. This helps to ensure my clients’ hard-earned assets remain safe, enabling them to achieve their ideal retirement. In addition, my 30 years of experience as an advisor helps me navigate the surprises and uncertainties the future holds by creating retirement strategies that are solid and resilient.
I hold multiple degrees from Iowa Wesleyan University, and I 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.
Outside of work, I enjoy playing pickleball, golfing, bicycling, and traveling. I am married to my wife, Dory, and I have three children, Amanda, Max, and Abby. I also enjoy volunteering at animal rescue charities and different children’s charities in the community.
I reside in Iowa. My office is physically located in Windsor Heights but with advanced technology systems, I am able to work with clients throughout the United States. I can meet “face-to-face” virtually online and can share computer screens with my clients so we can visually see the same information at the same time. This allows my clients to see first-hand how various income strategies may work for them and their specific goals.
I explain annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings can be conducted over the phone or virtually, which gives my clients the flexibility to meet from their own homes or in my office, whichever is preferred.
Feel free to reach out to me if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Sean Stevens
