Contact

If you have any unanswered questions, please let us know.

Stephan & Associates
354 N. Detroit Street
Xenia, OH, 45385
info@stephanwealth.com
Phone: 937-374-2002

Financial Planning Checklist

Have you determined your short- and long-term financial goals?
Are you saving and investing sufficient sums to fund your short- and long-term goals?
Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
If you are an employee, are you getting the optimum from your employee benefits?
Do you have an "emergency fund?"
Do you have adequate insurance?

Quick Financial Check-up