Bill Stevens Email & Phone Number

As a Financial Advisor for over 2 decades, I am dedicated to helping my clients meet their financial needs.  Whether you are planning your retirement, or looking to preserve your wealth, I can help. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. Planning for Retirement – Whether you're an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the choices available to you.  I offer assistance with a full array of retirement plans, including IRAs, Roth IRAs, Simplified Employee Pension(SEP) plans and SIMPLE plans for small businesses.  I also have experience in assisting clients with the distribution options of their employer sponsored or retirement plan assets Retirement Income Planning – I can help you determine which retirement income strategies may help you reach your goals. I look forward to extending my services to you and your family.  Together, we can discuss financial strategies designed to fit your unique situation.  Please contact me at 419-824-2631 or bill.stevens@ml.com*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

Listed skills include Alternative Investments, Iras, 401K Rollovers, Investment Strategies, and 5 others.