Drew Stevens Email & Phone Number

I've been serving clients in the financial planning space since June 2008. My team and I have a single mission, to add financial value to you and your family. Specifically, to complement the work you're already doing. With over fifteen years of experience and three more decades of service ahead, I believe that my team and I are uniquely qualified to pick up where your advisor left off. Our team builds written plans for individuals and businesses to educate clients on six main topics related to financial security. This gives them a chance to enhance the planning they've already done with new and fresh strategies. Those topics include retirement income distribution, tax mitigation planning, college funding, estate and insurance planning, and our favorite, investment management. We work to supplement existing planning by identifying potential blind spots and helping people define their ideal financial picture. From there we focus on being as efficient, and tax sensitive as possible. We review what's most important to the client and then act on solutions that can help make their goals a reality. We prepare a formal financial plan for every single client, and we don't charge a fee for it. We believe that everyone deserves a roadmap. Our team updates this plan at least annually, often every few months, and this allows us to share ongoing objective advice so that we can implement the necessary strategies, products and/or services to solve our clients needs. In December 2020 I joined the less than 5% of Financial Advisors to hold both their CFP and RICP credentials. As a planner, it's my job to share innovative ideas and professional direction to help people accomplish both their personal and financial objectives. My team and I are committed to furthering our education to better serve our clients.Specialties: To learn more about my team and our specialties, feel free to visit my website at www.nm.com/drewstevens or contact me at 803-254-0133.