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Wealth Advisor, Author & Speaker Encore career as Managing Director of Boutique Wealth Advisory Services firm, catering to High-Net-Worth Clients and Businesses Owners, focusing on tax-advantaged strategies for Retirement Income, Business-Owner Retirement Savings, Multi-Million-Dollar Settlement and Inheritance, and assistance in closing out large post-death estates.As a Successful Entrepreneur, Retired Executive, Widower and now in my encore career as Wealth Advisor, I go beyond simply providing investment advice; I have documented my experiences in several books including “The Retirement Journey Guide”, and first seek to educate my clients about the road ahead by building personalized strategies tailored to each individual.On a personal note, I take particular satisfaction helping widows. Having been a caregiver and then losing my wife to cancer, I have a strong passion for helping others who are experiencing similar life events, compassionately guiding and educating while providing a shoulder that can be relied on as they move through their journey to the next stage of their life.I welcome the opportunity to assist you in any way that I can, through my books, workshops, or private consultations. My books are available through Amazon.com using the links below. Retirement Journey Guide: https://www.amazon.com/dp/B0BW31G6JZSurvivor's Handbook: https://www.amazon.com/dp/1508709076Our Aging Parents: https://www.amazon.com/dp/1519660278The Cost of Aging: https://www.amazon.com/dp/1974364178Planning For Tomorrow: https://www.amazon.com/dp/1507603487Securities and investment advisory services are offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Innovative Premier Financial Services is not an affiliate of NEXT Financial Group.All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
Innovative Premier Financial Services
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Author, Speaker, Wealth Advisor Innovative Premier Financial ServicesInnovative Premier Financial Services Jun 2023 - PresentHouston, Texas
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Retirement Investment Advisor, Author & SpeakerInnovative Premier Financial Services Jun 2023 - PresentHouston, Texas AreaAs a Successful Entrepreneur, Retired Executive, Widower & now as a Retirement Income Specialist, I go beyond simply providing investment advice. I have documented my experiences in several books & first seek to educate my Pre & Post-Retirees Clients about the road ahead - while building out CONSERVATIVE Strategies for producing LIFETIME RETIREMENT INCOME. I've partnered with INext Financial Services to provide clients with access to Investments & Strategies not generally available at other investment firms. Together we're able to build out Retirement Plans that Protect & Provide you with Peace of Mind and a Successful Retirement.On a personal note - I take particular satisfaction helping widows. Having lost my wife to cancer, I have personal experience that may help others as they walk their journey alone. I welcome the opportunity to assist you in any way that I can - through my books, workshops or private consultations. My books are available through Amazon.com using the links below.Securities and Advisory Services offered through Next Financial Services, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Innovative Premier Financial Services is not an Affiliate of Next Financial Services.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
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Author,, Speaker, Wealth AdvisorInnovative Premier Financial Sedrvices Jun 2023 - Feb 2024Houston, Texas
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Financial Advisor, AuthorCambridge Investment Research, Inc. Apr 2018 - Feb 2024Houston, Texas Area -
Author & SpeakerAuthor: Retirement Journey Guide, Survivor'S Handbook, 3 More Books 2012 - Feb 2024Houston, Texas, United StatesHaving successfully retired once, I personally understand the many hidden costs associated with aging. I have walked the path of a caregiver and experienced the death of both my wife, to cancer, and my father, to end-stage Parkinson’s. I've dealt with the overwhelming number of decisions that need be made, at times with little or no information & guidance. The time to organize your affairs is now - regardless of your age or state of health - before any emergency occurs. I can provide you with the information you need to make wise decisions. You don't have to go it alone. To that end, I am available for classes & workshops or individual counseling on the following general topics:• COSTS OF AGING - The hidden costs associated with Healthcare, Long Term Care/Assisted Living & Aging in Place.• BEFORE YOU CASH YOUR LAST PAYCHECK - A New Look at Planning for the Future - Financial Strategies for Creating Lifetime Income.• HAVING YOUR AFFAIRS IN ORDER - Preparing for Life Events, both Expected & Unexpected - based on my book: “Planning for Tomorrow”• OUR AGING PARENTS - Practical Foreknowledge for Assisting Aging Loved Ones - dealing with advancing age - based on my book: “Our Aging Parents”• SURVIVOR NEEDS ANALYSIS - Dealing with Financial Matters after the Death of a Spouse - based on my book: “Survivor’s Handbook” All books available on Amazon.com; clicking on a book image will take you directly to that book on Amazon.
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Executive Vice President And Wealth ManagerRobertson Wealth Management May 2015 - Apr 2017Houston, Texas AreaAs a member of Elite Financial Management, I worked predominantly with EXECUTIVES and SENIOR LEVEL MANAGERS nearing retirement, or already retired, and Widows regardless of their age. I created & implemented strategies for managing & monitoring 401(k) accounts for individual participants. As always, our approach was first an education process, to ensure that the client was familiar with some of the critical aspects of life after your last pay check - from there we crafted Conservative Strategies for producing Lifetime Income.
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Wealth Manager, PartnerElite Financial Mgt. 2011 - 2014Dallas/Fort Worth AreaAt Robertson Wealth Management, I worked with EXECUTIVES and SENIOR LEVEL MANAGERS pre & post retirement & Widows regardless of their age. Our approach was to first educate & ensure that our clients were familiar with the critical aspects of life after your last pay check - from there we crafted Conservative Strategies for producing Lifetime Income.*Note that affiliation with this firm was interrupted during 2011 - 2012 while in the role of caregiver for a wife with terminal cancer.
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President / CeoThe Alliance Group 1995 - 2005Dallas, TxThe Alliance Group was formed in response to the large number of Bank Mergers and Consolidations during that period of time. The Alliance Group supplied temporary project expertise for all areas of bank operations. At its peak, The Alliance Group number over 200 consultants and counted many of the nation’s largest banks as clients. The Alliance Group further provided specialized accounting expertise to re-work charged-off transactions due to check clearing differences with other major banks. The Alliance Group recovered over $200 million dollars for a select few client banks. Annual revenues were consistently in the $10 million range.
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VpRepublicbank Texas 1979 - 1988Dallas/Fort Worth AreaAt RepublicBank, Texas, the largest Texas bank during that period, I managed Information Technology and Bank Operations groups supporting all Deposit, Check Processing, Electronic Funds Transfer, and ATM systems and operations. I managed over 125 employees, multi-million dollar budgets, and hold patents covering Bar Code systems and technology invented for various uses within bank operations.
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Manging PrincipalJ.D. Carreker 1978 - 1988Dallas/Fort Worth AreaManaging Principal responsible for various banking software systems and banking consulting projects for major banks across the country. One project of note: personally managed a $50 million project to build a check capture center, including building construction and fit-out, hardware and technology acquisition, and hiring of over 75 employees.
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Cryptographer With Top Secret Security ClearanceUs Air Force 1968 - 1972South-East Asia And Far EastCryptographer overseeing a team of intercept operators, during the height of the Vietnam War.
Tom Stephens Skills
Tom Stephens Education Details
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Business Administration And Management, General -
Wayne State University, BusinessBusiness Administration And Management, General
Frequently Asked Questions about Tom Stephens
What company does Tom Stephens work for?
Tom Stephens works for Innovative Premier Financial Services
What is Tom Stephens's role at the current company?
Tom Stephens's current role is Author and Wealth Advisor for High Net Worth Clients, Small Business Owners, and Recipients of Mulit-Million Dollar Settlement payouts.
What is Tom Stephens's email address?
Tom Stephens's email address is to****@****lth.com
What schools did Tom Stephens attend?
Tom Stephens attended The University Of Dallas, Wayne State University, Business.
What skills is Tom Stephens known for?
Tom Stephens has skills like Retirement Income Strategies, Published Author, Public Speaking, Investment Management, Wealth Management, Life Insurance, Coaching, Strategic Planning, Change Management, Customer Service, Banking, Manage Individual 401k.
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Tom Stephens
Platform Solutions Architect @ Vmware | Customer Adoption | Marketing | Emerging Products | Trainer | Course Developer | Support | Pre- And Post- Sales | Speaker | Achieving Customer Success Daily!Battle Ground, Wa2vmware.com, vmware.com -
Tom Stephens
Portland, Maine Metropolitan Area -
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Tom Stephens
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